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WBH Advisory’s J.M. Smucker SJM Stock Holding History

WBH Advisory’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
Q3 		– Sell
-2,039
Closed -$219K – 248
2018
Q2 		$219K Sell
2,039
-2,590
-56% -$291K 0.06% 219
2018
Q1 		$574K Buy
4,629
+2
+0% +$250 0.16% 127
2017
Q4 		$574K Sell
4,627
-1
-0% -$111 0.15% 129
2017
Q3 		$485K Sell
4,628
-98
-2% -$11.2K 0.14% 137
2017
Q2 		$559K Sell
4,726
-112
-2% -$14.2K 0.16% 126
2017
Q1 		$634K Sell
4,838
-1,937
-29% -$263K 0.19% 111
2016
Q4 		$867K Sell
6,775
-100
-1% -$13K 0.29% 83
2016
Q3 		$931K Buy
6,875
+260
+4% +$38.2K 0.32% 74
2016
Q2 		$1.01M Buy
6,615
+1,001
+18% +$133K 0.39% 58
2016
Q1 		$728K Buy
5,614
+740
+15% +$93.3K 0.24% 81
2015
Q4 		$601 Buy
4,874
+50
+1% +$5.96K 0.21% 94
2015
Q3 		$550K Buy
4,824
+45
+0.9% +$5.02K 0.23% 103
2015
Q2 		$518K Buy
4,779
+104
+2% +$12K 0.2% 118
2015
Q1 		$541 Buy
4,675
+253
+6% +$27.7K 0.15% 117
2014
Q4 		$446K Sell
4,422
-160
-3% -$16.2K 0.17% 126
2014
Q3 		$453K Sell
4,582
-160
-3% -$16.4K 0.16% 133
2014
Q2 		$505K Hold
4,742
– – 0.19% 128
2014
Q1 		$461K Buy
4,742
+690
+17% +$67.1K 0.18% 128
2013
Q4 		$419K Sell
4,052
-99
-2% -$10.5K 0.17% 133
2013
Q3 		$436K Sell
4,151
-100
-2% -$10.8K 0.2% 123
2013
Q2 		$438K Buy
+4,251
New +$433K 0.2% 124

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $8.93B AUM 29.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

WBH Advisory's SJM Position: Q3 2018 in Review

WBH Advisory sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 2,039 shares — an estimated $219K sold.

WBH Advisory first reported a position in SJM in Q2 2013 and held it in 21 quarters. The position peaked at $1.01M in Q2 2016. 795 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • WBH Advisory reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • WBH Advisory sold 2,039 J.M. Smucker shares in Q3 2018, an estimated $219K.
  • WBH Advisory first reported a position in J.M. Smucker in Q2 2013 and held it in 21 quarters.
  • WBH Advisory's J.M. Smucker position peaked at $1.01M in Q2 2016.
  • 795 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on WBH Advisory's 13F filing for Q3 2018, filed 29 Oct 2018.