Tiedemann Advisors’s J.M. Smucker SJM Stock Holding History

Tiedemann Advisors’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 Q3	–	Sell	-1,925	Closed	-$207K	–	317
2018 Q2	$207K	Buy	+1,925	New	+$216K	0.01%	284

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Tiedemann Advisors's SJM Position: Q3 2018 in Review

Tiedemann Advisors sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 1,925 shares — an estimated $207K sold.

Tiedemann Advisors first reported a position in SJM in Q2 2018 and held it in 1 quarter. The position peaked at $207K in Q2 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Tiedemann Advisors reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
Tiedemann Advisors sold 1,925 J.M. Smucker shares in Q3 2018, an estimated $207K.
Tiedemann Advisors first reported a position in J.M. Smucker in Q2 2018 and held it in 1 quarter.
Tiedemann Advisors's J.M. Smucker position peaked at $207K in Q2 2018.
794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Tiedemann Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.