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Trutina Financial’s J.M. Smucker SJM Stock Holding History

Trutina Financial’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
2015
Q1 		– Sell
-2,057
Closed -$208K – 69
2014
Q4 		$208K Hold
2,057
– – 0.17% 56
2014
Q3 		$204K Buy
2,057
+100
+5% +$10.3K 0.15% 60
2014
Q2 		$209K Hold
1,957
– – 0.15% 63
2014
Q1 		$190K Hold
1,957
– – 0.14% 68
2013
Q4 		$203K Hold
1,957
– – 0.17% 68
2013
Q3 		$206K Hold
1,957
– – 0.2% 58
2013
Q2 		$202K Buy
+1,957
New +$199K 0.16% 71

Other funds holding SJM

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCP
Vestar Capital Partners New York $435M AUM 20.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return

Trutina Financial's SJM Position: Q1 2015 in Review

Trutina Financial sold out of J.M. Smucker (SJM) in Q1 2015, closing a stake of 2,057 shares — an estimated $208K sold.

Trutina Financial first reported a position in SJM in Q2 2013 and held it in 7 quarters. The position peaked at $209K in Q2 2014. 631 funds tracked by Wall St. Rank hold SJM as of Q1 2015.

  • Trutina Financial reported no remaining J.M. Smucker position as of Q1 2015 after selling out during the quarter.
  • Trutina Financial sold 2,057 J.M. Smucker shares in Q1 2015, an estimated $208K.
  • Trutina Financial first reported a position in J.M. Smucker in Q2 2013 and held it in 7 quarters.
  • Trutina Financial's J.M. Smucker position peaked at $209K in Q2 2014.
  • 631 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2015.

Based on Trutina Financial's 13F filing for Q1 2015, filed 11 May 2015.