Virtus Investment Advisers’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-902
| Closed | -$112K | – | 371 |
|
|
2017
Q4 | $112K | Sell |
902
-156
| -15% | -$19.4K | 0.01% | 463 |
|
|
2017
Q3 | $111K | Sell |
1,058
-4,286
| -80% | -$450K | 0.01% | 466 |
|
|
2017
Q2 | $632K | Sell |
5,344
-226
| -4% | -$26.7K | 0.06% | 290 |
|
|
2017
Q1 | $730K | Buy |
5,570
+671
| +14% | +$87.9K | 0.06% | 283 |
|
|
2016
Q4 | $627K | Sell |
4,899
-7,210
| -60% | -$923K | 0.05% | 335 |
|
|
2016
Q3 | $1.64M | Buy |
+12,109
| New | +$1.64M | 0.1% | 241 |
|