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Stuart Chaussee & Associates’s J.M. Smucker SJM Stock Holding History

Stuart Chaussee & Associates’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
2016
Q4 		– Sell
-120
Closed -$16K – 82
2016
Q3 		$16K Hold
120
– – 0.01% 54
2016
Q2 		$18K Sell
120
-365
-75% -$48.5K 0.01% 50
2016
Q1 		$62K Buy
485
+427
+736% +$53.8K 0.06% 36
2015
Q4 		$7K Buy
+58
New +$6.91K 0.01% 73

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 $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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stuart Chaussee & Associates's SJM Position: Q4 2016 in Review

Stuart Chaussee & Associates sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 120 shares — an estimated $16K sold.

Stuart Chaussee & Associates first reported a position in SJM in Q4 2015 and held it in 4 quarters. The position peaked at $62K in Q1 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Stuart Chaussee & Associates reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 120 J.M. Smucker shares in Q4 2016, an estimated $16K.
  • Stuart Chaussee & Associates first reported a position in J.M. Smucker in Q4 2015 and held it in 4 quarters.
  • Stuart Chaussee & Associates's J.M. Smucker position peaked at $62K in Q1 2016.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2016, filed 18 Jan 2017.