Wealthfront’s J.M. Smucker SJM Stock Holding History

Wealthfront’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
2017 Q3	–	Sell	-2,830	Closed	-$335K	–	514
2017 Q2	$335K	Buy	2,830 +105	+4%	+$13.3K	0.01%	360
2017 Q1	$357K	Buy	2,725 +169	+7%	+$23K	0.01%	299
2016 Q4	$327K	Buy	2,556 +130	+5%	+$16.8K	0.01%	277
2016 Q3	$329K	Buy	2,426 +33	+1%	+$4.84K	0.01%	258
2016 Q2	$365K	Buy	2,393 +46	+2%	+$6.12K	0.01%	221
2016 Q1	$305K	Buy	+2,347	New	+$296K	0.01%	241
2015 Q4	–	Sell	-1,825	Closed	-$208K	–	922
2015 Q3	$208K	Buy	1,825 +664	+57%	+$74K	0.01%	270
2015 Q2	$126K	Sell	1,161 -86	-7%	-$9.95K	0.01%	362
2015 Q1	$144K	Buy	1,247 +466	+60%	+$51.1K	0.01%	316
2014 Q4	$79K	Buy	781 +218	+39%	+$22.1K	﹤0.01%	395
2014 Q3	$56K	Buy	563 +115	+26%	+$11.8K	﹤0.01%	391
2014 Q2	$48K	Buy	448 +83	+23%	+$8.33K	﹤0.01%	376
2014 Q1	$35K	Buy	+365	New	+$35.5K	﹤0.01%	344

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return