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SII Investments’s J.M. Smucker SJM Stock Holding History

SII Investments’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
2017
Q2 		– Sell
-1,845
Closed -$242K – 626
2017
Q1 		$242K Sell
1,845
-4
-0.2% -$544 0.02% 525
2016
Q4 		$237K Buy
1,849
+14
+0.8% +$1.81K 0.02% 505
2016
Q3 		$250K Buy
1,835
+95
+5% +$13.9K 0.02% 489
2016
Q2 		$265K Buy
1,740
+66
+4% +$8.78K 0.02% 466
2016
Q1 		$218K Buy
+1,674
New +$211K 0.02% 508
2013
Q3 		– Sell
-2,551
Closed -$261K – 384
2013
Q2 		$261K Buy
+2,551
New +$260K 0.06% 303

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SII Investments's SJM Position: Q2 2017 in Review

SII Investments sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 1,845 shares — an estimated $242K sold.

SII Investments first reported a position in SJM in Q2 2013 and held it in 6 quarters. The position peaked at $265K in Q2 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • SII Investments reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
  • SII Investments sold 1,845 J.M. Smucker shares in Q2 2017, an estimated $242K.
  • SII Investments first reported a position in J.M. Smucker in Q2 2013 and held it in 6 quarters.
  • SII Investments's J.M. Smucker position peaked at $265K in Q2 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on SII Investments's 13F filing for Q2 2017, filed 14 Aug 2017.