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TradeWorx’s J.M. Smucker SJM Stock Holding History

TradeWorx’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
2013
Q4 		– Sell
-9,268
Closed -$974K – 585
2013
Q3 		$974K Buy
+9,268
New +$1M 0.45% 55

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
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
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TradeWorx's SJM Position: Q4 2013 in Review

TradeWorx sold out of J.M. Smucker (SJM) in Q4 2013, closing a stake of 9,268 shares — an estimated $974K sold.

TradeWorx first reported a position in SJM in Q3 2013 and held it in 1 quarter. The position peaked at $974K in Q3 2013. 605 funds tracked by Wall St. Rank hold SJM as of Q4 2013.

  • TradeWorx reported no remaining J.M. Smucker position as of Q4 2013 after selling out during the quarter.
  • TradeWorx sold 9,268 J.M. Smucker shares in Q4 2013, an estimated $974K.
  • TradeWorx first reported a position in J.M. Smucker in Q3 2013 and held it in 1 quarter.
  • TradeWorx's J.M. Smucker position peaked at $974K in Q3 2013.
  • 605 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2013.

Based on TradeWorx's 13F filing for Q4 2013, filed 18 Feb 2014.