Sunflower Bank Wealth Management’s J.M. Smucker SJM Stock Holding History

Sunflower Bank Wealth Management’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
2018 Q2	–	Sell	-1,652	Closed	-$205K	–	147
2018 Q1	$205K	Hold	1,652	–	–	0.06%	138
2017 Q4	$205K	Buy	+1,652	New	+$184K	0.06%	132
2017 Q2	–	Sell	-1,652	Closed	-$217K	–	99
2017 Q1	$217K	Hold	1,652	–	–	0.07%	87
2016 Q4	$212K	Hold	1,652	–	–	0.08%	86
2016 Q3	$224K	Hold	1,652	–	–	0.08%	87
2016 Q2	$252K	Hold	1,652	–	–	0.09%	83
2016 Q1	$214K	Hold	1,652	–	–	0.08%	87
2015 Q4	$204K	Buy	+1,652	New	+$197K	0.07%	86

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunflower Bank Wealth Management's SJM Position: Q2 2018 in Review

Sunflower Bank Wealth Management sold out of J.M. Smucker (SJM) in Q2 2018, closing a stake of 1,652 shares — an estimated $205K sold.

Sunflower Bank Wealth Management first reported a position in SJM in Q4 2015 and held it in 8 quarters. The position peaked at $252K in Q2 2016. 810 funds tracked by Wall St. Rank hold SJM as of Q2 2018.

Sunflower Bank Wealth Management reported no remaining J.M. Smucker position as of Q2 2018 after selling out during the quarter.
Sunflower Bank Wealth Management sold 1,652 J.M. Smucker shares in Q2 2018, an estimated $205K.
Sunflower Bank Wealth Management first reported a position in J.M. Smucker in Q4 2015 and held it in 8 quarters.
Sunflower Bank Wealth Management's J.M. Smucker position peaked at $252K in Q2 2016.
810 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2018.

Based on Sunflower Bank Wealth Management's 13F filing for Q2 2018, filed 17 Jul 2018.