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Virtus Investment Advisers’s J.M. Smucker SJM Stock Holding History

Virtus Investment Advisers’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
-902
Closed -$112K – 371
2017
Q4 		$112K Sell
902
-156
-15% -$17.3K 0.01% 463
2017
Q3 		$111K Sell
1,058
-4,286
-80% -$490K 0.01% 466
2017
Q2 		$632K Sell
5,344
-226
-4% -$28.6K 0.06% 290
2017
Q1 		$730K Buy
5,570
+671
+14% +$91.2K 0.06% 283
2016
Q4 		$627K Sell
4,899
-7,210
-60% -$934K 0.05% 335
2016
Q3 		$1.64M Buy
+12,109
New +$1.78M 0.1% 241

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Virtus Investment Advisers's SJM Position: Q1 2018 in Review

Virtus Investment Advisers sold out of J.M. Smucker (SJM) in Q1 2018, closing a stake of 902 shares — an estimated $112K sold.

Virtus Investment Advisers first reported a position in SJM in Q3 2016 and held it in 6 quarters. The position peaked at $1.64M in Q3 2016. 810 funds tracked by Wall St. Rank hold SJM as of Q1 2018.

  • Virtus Investment Advisers reported no remaining J.M. Smucker position as of Q1 2018 after selling out during the quarter.
  • Virtus Investment Advisers sold 902 J.M. Smucker shares in Q1 2018, an estimated $112K.
  • Virtus Investment Advisers first reported a position in J.M. Smucker in Q3 2016 and held it in 6 quarters.
  • Virtus Investment Advisers's J.M. Smucker position peaked at $1.64M in Q3 2016.
  • 810 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2018.

Based on Virtus Investment Advisers's 13F filing for Q1 2018, filed 15 May 2018.