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VSR Financial Services’s J.M. Smucker SJM Stock Holding History

VSR Financial Services’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
Q3 		– Sell
-6,166
Closed -$668K – 617
2015
Q2 		$668K Buy
+6,166
New +$714K 0.07% 287
2015
Q1 		– Sell
-3,537
Closed -$357K – 597
2014
Q4 		$357K Sell
3,537
-657
-16% -$66.6K 0.04% 389
2014
Q3 		$415K Buy
4,194
+2,109
+101% +$216K 0.05% 377
2014
Q2 		$222K Sell
2,085
-807
-28% -$81K 0.03% 504
2014
Q1 		$281K Buy
2,892
+1
+0% +$97 0.04% 453
2013
Q4 		$300K Buy
2,891
+53
+2% +$5.62K 0.05% 421
2013
Q3 		$298K Buy
2,838
+201
+8% +$21.8K 0.05% 391
2013
Q2 		$272K Buy
+2,637
New +$269K 0.05% 390

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 $3.38T AUM 44.17% 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
SC
Sculptor Capital New York $12.3B AUM 40.26% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

VSR Financial Services's SJM Position: Q3 2015 in Review

VSR Financial Services sold out of J.M. Smucker (SJM) in Q3 2015, closing a stake of 6,166 shares — an estimated $668K sold.

VSR Financial Services first reported a position in SJM in Q2 2013 and held it in 8 quarters. The position peaked at $668K in Q2 2015. 678 funds tracked by Wall St. Rank hold SJM as of Q3 2015.

  • VSR Financial Services reported no remaining J.M. Smucker position as of Q3 2015 after selling out during the quarter.
  • VSR Financial Services sold 6,166 J.M. Smucker shares in Q3 2015, an estimated $668K.
  • VSR Financial Services first reported a position in J.M. Smucker in Q2 2013 and held it in 8 quarters.
  • VSR Financial Services's J.M. Smucker position peaked at $668K in Q2 2015.
  • 678 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2015.

Based on VSR Financial Services's 13F filing for Q3 2015, filed 26 Oct 2015.