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Simply Money Advisors’s J.M. Smucker SJM Stock Holding History

Simply Money Advisors’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
2014
Q2 		– Sell
-1
Closed – – 40
2014
Q1 		$0 Sell
1
-3
-75% -$292 ﹤0.01% 77
2013
Q4 		$0 Sell
4
-13
-76% -$1.38K ﹤0.01% 134
2013
Q3 		$2K Sell
17
-1,961
-99% -$212K ﹤0.01% 106
2013
Q2 		$204K Buy
+1,978
New +$201K 0.04% 28

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Simply Money Advisors's SJM Position: Q2 2014 in Review

Simply Money Advisors sold out of J.M. Smucker (SJM) in Q2 2014, closing a stake of 1 share.

Simply Money Advisors first reported a position in SJM in Q2 2013 and held it in 4 quarters. The position peaked at $204K in Q2 2013. 609 funds tracked by Wall St. Rank hold SJM as of Q2 2014.

  • Simply Money Advisors reported no remaining J.M. Smucker position as of Q2 2014 after selling out during the quarter.
  • Simply Money Advisors sold 1 J.M. Smucker share in Q2 2014.
  • Simply Money Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 4 quarters.
  • Simply Money Advisors's J.M. Smucker position peaked at $204K in Q2 2013.
  • 609 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2014.

Based on Simply Money Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.