Trust Asset Management’s J.M. Smucker SJM Stock Holding History

Trust Asset 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 Q3	–	Sell	-145	Closed	-$16K	–	102
2018 Q2	$16K	Buy	+145	New	+$16.3K	0.01%	100

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

Trust Asset Management's SJM Position: Q3 2018 in Review

Trust Asset Management sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 145 shares — an estimated $16K sold.

Trust Asset Management first reported a position in SJM in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

Trust Asset Management reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
Trust Asset Management sold 145 J.M. Smucker shares in Q3 2018, an estimated $16K.
Trust Asset Management first reported a position in J.M. Smucker in Q2 2018 and held it in 1 quarter.
Trust Asset Management's J.M. Smucker position peaked at $16K in Q2 2018.
794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on Trust Asset Management's 13F filing for Q3 2018, filed 16 Nov 2018.