TrueWealth LLC’s J.M. Smucker SJM Stock Holding History

TrueWealth LLC’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 Q1	–	Sell	-38	Closed	-$5K	–	900
2017 Q4	$5K	Buy	+38	New	+$4.22K	﹤0.01%	668

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrueWealth LLC's SJM Position: Q1 2018 in Review

TrueWealth LLC sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 38 shares — an estimated $5K sold.

TrueWealth LLC first reported a position in SJM in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 809 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

TrueWealth LLC reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 38 J.M. Smucker shares in Q1 2018, an estimated $5K.
TrueWealth LLC first reported a position in J.M. Smucker in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's J.M. Smucker position peaked at $5K in Q4 2017.
809 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.