SFFS
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Stonehage Fleming Financial Services’s J.M. Smucker SJM Stock Holding History

Stonehage Fleming Financial 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
2017
Q4 		– Sell
-4,656
Closed -$489K – 246
2017
Q3 		$489K Hold
4,656
– – 0.02% 143
2017
Q2 		$551K Hold
4,656
– – 0.03% 129
2017
Q1 		$610K Hold
4,656
– – 0.04% 145
2016
Q4 		$596K Hold
4,656
– – 0.04% 149
2016
Q3 		$631K Hold
4,656
– – 0.04% 135
2016
Q2 		$710K Hold
4,656
– – 0.05% 128
2016
Q1 		$605K Hold
4,656
– – 0.04% 130
2015
Q4 		$574K Hold
4,656
– – 0.05% 62
2015
Q3 		$531K Sell
4,656
-8,023
-63% -$895K 0.06% 66
2015
Q2 		$1.38M Sell
12,679
-9,553
-43% -$1.11M 0.16% 42
2015
Q1 		$2.57M Sell
22,232
-16,395
-42% -$1.8M 0.31% 38
2014
Q4 		$3.9M Buy
+38,627
New +$3.91M 0.46% 36

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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