Taylor Wealth Management Partners’s J.M. Smucker SJM Stock Holding History

Taylor Wealth Management Partners’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 Q2	–	Sell	-775	Closed	-$102K	–	163
2017 Q1	$102K	Hold	775	–	–	0.05%	80
2016 Q4	$99K	Hold	775	–	–	0.05%	76
2016 Q3	$105K	Hold	775	–	–	0.05%	70
2016 Q2	$118K	Hold	775	–	–	0.05%	62
2016 Q1	$101K	Buy	775 +600	+343%	+$75.6K	0.05%	59
2015 Q4	$22K	Hold	175	–	–	0.01%	94
2015 Q3	$20K	Sell	175 -175	-50%	-$19.5K	0.01%	98
2015 Q2	$38K	Buy	+350	New	+$40.5K	0.01%	104

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

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

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

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

Taylor Wealth Management Partners's SJM Position: Q2 2017 in Review

Taylor Wealth Management Partners sold out of J.M. Smucker (SJM) in Q2 2017, closing a stake of 775 shares — an estimated $102K sold.

Taylor Wealth Management Partners first reported a position in SJM in Q2 2015 and held it in 8 quarters. The position peaked at $118K in Q2 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

Taylor Wealth Management Partners reported no remaining J.M. Smucker position as of Q2 2017 after selling out during the quarter.
Taylor Wealth Management Partners sold 775 J.M. Smucker shares in Q2 2017, an estimated $102K.
Taylor Wealth Management Partners first reported a position in J.M. Smucker in Q2 2015 and held it in 8 quarters.
Taylor Wealth Management Partners's J.M. Smucker position peaked at $118K in Q2 2016.
762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2017, filed 21 Jul 2017.