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US Financial Advisors’s J.M. Smucker SJM Stock Holding History

US Financial 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
2016
Q2 		– Sell
-7
Closed -$1K – 346
2016
Q1 		$1K Sell
7
-23
-77% -$2.9K ﹤0.01% 423
2015
Q4 		$4K Hold
30
– – ﹤0.01% 403
2015
Q3 		$3K Hold
30
– – 0.01% 367
2015
Q2 		$3K Buy
30
+7
+30% +$810 ﹤0.01% 338
2015
Q1 		$3K Hold
23
– – ﹤0.01% 344
2014
Q4 		$2K Buy
+23
New +$2.33K ﹤0.01% 325

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

US Financial Advisors's SJM Position: Q2 2016 in Review

US Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 7 shares — an estimated $1K sold.

US Financial Advisors first reported a position in SJM in Q4 2014 and held it in 6 quarters. The position peaked at $4K in Q4 2015. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

  • US Financial Advisors reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 7 J.M. Smucker shares in Q2 2016, an estimated $1K.
  • US Financial Advisors first reported a position in J.M. Smucker in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's J.M. Smucker position peaked at $4K in Q4 2015.
  • 764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.