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Shine Investment Advisory Services’s J.M. Smucker SJM Stock Holding History

Shine Investment Advisory Services’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
2018
Q4 		– Sell
-244
Closed -$25K – 685
2018
Q3 		$25K Hold
244
– – 0.01% 419
2018
Q2 		$26K Hold
244
– – 0.01% 419
2018
Q1 		$30K Hold
244
– – 0.02% 391
2017
Q4 		$30K Hold
244
– – 0.01% 387
2017
Q3 		$26K Hold
244
– – 0.01% 409
2017
Q2 		$29K Buy
+244
New +$30.8K 0.01% 376

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shine Investment Advisory Services's SJM Position: Q4 2018 in Review

Shine Investment Advisory Services sold out of J.M. Smucker (SJM) in Q4 2018, closing a stake of 244 shares — an estimated $25K sold.

Shine Investment Advisory Services first reported a position in SJM in Q2 2017 and held it in 6 quarters. The position peaked at $30K in Q1 2018. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

  • Shine Investment Advisory Services reported no remaining J.M. Smucker position as of Q4 2018 after selling out during the quarter.
  • Shine Investment Advisory Services sold 244 J.M. Smucker shares in Q4 2018, an estimated $25K.
  • Shine Investment Advisory Services first reported a position in J.M. Smucker in Q2 2017 and held it in 6 quarters.
  • Shine Investment Advisory Services's J.M. Smucker position peaked at $30K in Q1 2018.
  • 756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on Shine Investment Advisory Services's 13F filing for Q4 2018, filed 23 Jan 2019.