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Spot Trading’s J.M. Smucker SJM Stock Holding History

Spot Trading’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
Q3 		$2.15M Buy
20,500
+14,400
+236% +$1.64M 0.04% 693
2017
Q2 		$722K Buy
6,100
+3,700
+154% +$468K 0.01% 1324
2017
Q1 		$315K Sell
2,400
-700
-23% -$95.1K 0.01% 1598
2016
Q4 		$397K Sell
3,100
-7,500
-71% -$972K 0.01% 1546
2016
Q3 		$1.44M Buy
10,600
+7,500
+242% +$1.1M 0.03% 845
2016
Q2 		$472K Buy
+3,100
New +$412K 0.01% 1661
2015
Q3 		– Sell
-13,000
Closed -$1.41M – 4225
2015
Q2 		$1.41M Hold
13,000
– – 0.01% 1389
2015
Q1 		$1.5M Buy
+13,000
New +$1.42M 0.01% 1306

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spot Trading's SJM Position: Q3 2017 in Review

Spot Trading opened a new position in J.M. Smucker (SJM) in Q3 2017: 262 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #2850 among its holdings. This is a return to the name: Spot Trading previously reported a position in SJM as recently as Q1 2017.

Spot Trading first reported a position in SJM in Q3 2015 and has held it in 6 quarters since. The position peaked at $1.02M in Q1 2017. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Spot Trading held 262 shares of J.M. Smucker worth $27K as of Q3 2017.
  • J.M. Smucker was a new Spot Trading position in Q3 2017.
  • J.M. Smucker made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2850 holding.
  • Spot Trading first reported a position in J.M. Smucker in Q3 2015 and has held it in 6 quarters since.
  • Spot Trading's J.M. Smucker position peaked at $1.02M in Q1 2017.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.