Waddell & Reed Financial’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-437,530
| Closed | -$56M | – | 570 |
|
|
2016
Q4 | $56M | Hold |
437,530
| – | – | 0.12% | 202 |
|
|
2016
Q3 | $59.3M | Buy |
437,530
+105,572
| +32% | +$14.3M | 0.12% | 188 |
|
|
2016
Q2 | $50.6M | Sell |
331,958
-37,728
| -10% | -$5.75M | 0.11% | 201 |
|
|
2016
Q1 | $48M | Buy |
369,686
+217,768
| +143% | +$28.3M | 0.09% | 203 |
|
|
2015
Q4 | $18.7M | Buy |
+151,918
| New | +$18.7M | 0.03% | 325 |
|