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Spectrum Management Group’s J.M. Smucker SJM Stock Holding History

Spectrum Management 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
2017
Q4 		– Sell
-2,275
Closed -$239K – 391
2017
Q3 		$239K Buy
+2,275
New +$260K 0.08% 115
2016
Q3 		– Sell
-9,530
Closed -$1.45M – 87
2016
Q2 		$1.45M Buy
9,530
+9,380
+6,253% +$1.25M 0.6% 16
2016
Q1 		$19K Hold
150
– – 0.01% 171
2015
Q4 		$19K Hold
150
– – 0.01% 156
2015
Q3 		$17K Buy
+150
New +$16.7K 0.01% 122

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spectrum Management Group's SJM Position: Q4 2017 in Review

Spectrum Management Group sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 2,275 shares — an estimated $239K sold.

Spectrum Management Group first reported a position in SJM in Q3 2015 and held it in 5 quarters. The position peaked at $1.45M in Q2 2016. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Spectrum Management Group reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Spectrum Management Group sold 2,275 J.M. Smucker shares in Q4 2017, an estimated $239K.
  • Spectrum Management Group first reported a position in J.M. Smucker in Q3 2015 and held it in 5 quarters.
  • Spectrum Management Group's J.M. Smucker position peaked at $1.45M in Q2 2016.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Spectrum Management Group's 13F filing for Q4 2017, filed 7 Feb 2018.