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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthfront's SJM Position: Q3 2017 in Review

Wealthfront sold out of J.M. Smucker (SJM) in Q3 2017, closing a stake of 2,830 shares — an estimated $335K sold.

Wealthfront first reported a position in SJM in Q1 2014 and held it in 13 quarters. The position peaked at $365K in Q2 2016. 738 funds tracked by Wall St. Rank hold SJM as of Q3 2017.

  • Wealthfront reported no remaining J.M. Smucker position as of Q3 2017 after selling out during the quarter.
  • Wealthfront sold 2,830 J.M. Smucker shares in Q3 2017, an estimated $335K.
  • Wealthfront first reported a position in J.M. Smucker in Q1 2014 and held it in 13 quarters.
  • Wealthfront's J.M. Smucker position peaked at $365K in Q2 2016.
  • 738 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2017.

Based on Wealthfront's 13F filing for Q3 2017, filed 14 Nov 2017.