Ruggie Capital Group’s J.M. Smucker SJM Stock Holding History

Ruggie Capital Group’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-50	Closed	-$5K	–	331
2014 Q4	$5K	Buy	+50	New	+$5.07K	﹤0.01%	180

Other funds holding SJM

KKRC

Kohlberg Kravis Roberts & Co New York $5.35B AUM 63.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCP

Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SIG

Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return

Ruggie Capital Group's SJM Position: Q1 2015 in Review

Ruggie Capital Group sold out of J.M. Smucker (SJM) in Q1 2015, closing a stake of 50 shares — an estimated $5K sold.

Ruggie Capital Group first reported a position in SJM in Q4 2014 and held it in 1 quarter. The position peaked at $5K in Q4 2014. 630 funds tracked by Wall St. Rank hold SJM as of Q1 2015.

Ruggie Capital Group reported no remaining J.M. Smucker position as of Q1 2015 after selling out during the quarter.
Ruggie Capital Group sold 50 J.M. Smucker shares in Q1 2015, an estimated $5K.
Ruggie Capital Group first reported a position in J.M. Smucker in Q4 2014 and held it in 1 quarter.
Ruggie Capital Group's J.M. Smucker position peaked at $5K in Q4 2014.
630 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2015.

Based on Ruggie Capital Group's 13F filing for Q1 2015, filed 12 May 2015.