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WealthTrust-Arizona’s J.M. Smucker SJM Stock Holding History

WealthTrust-Arizona’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
Q4 		$8K Sell
86
-1
-1% -$104 ﹤0.01% 416
2018
Q3 		$9K Sell
87
-14
-14% -$1.53K ﹤0.01% 427
2018
Q2 		$11K Hold
101
– – 0.01% 389
2018
Q1 		$13K Hold
101
– – 0.01% 361
2017
Q4 		$13K Hold
101
– – 0.01% 366
2017
Q3 		$11K Buy
101
+75
+288% +$8.57K 0.01% 384
2017
Q2 		$3K Hold
26
– – ﹤0.01% 541
2017
Q1 		$3K Hold
26
– – ﹤0.01% 523
2016
Q4 		$3K Hold
26
– – ﹤0.01% 522
2016
Q3 		$4K Hold
26
– – ﹤0.01% 504
2016
Q2 		$4K Hold
26
– – ﹤0.01% 492
2016
Q1 		$3K Sell
26
-131
-83% -$16.5K ﹤0.01% 517
2015
Q4 		$19K Hold
157
– – 0.01% 270
2015
Q3 		$18K Buy
157
+1
+0.6% +$111 0.01% 280
2015
Q2 		$17K Buy
156
+1
+0.6% +$116 0.01% 319
2015
Q1 		$18K Buy
155
+1
+0.6% +$110 0.01% 308
2014
Q4 		$16K Hold
154
– – 0.01% 331
2014
Q3 		$16K Buy
154
+1
+0.7% +$103 0.02% 331
2014
Q2 		$17K Buy
153
+1
+0.7% +$100 0.02% 312
2014
Q1 		$15K Buy
152
+1
+0.7% +$97 0.02% 357
2013
Q4 		$16K Hold
151
– – 0.02% 316
2013
Q3 		$16K Buy
151
+1
+0.7% +$108 0.02% 277
2013
Q2 		$16K Buy
+150
New +$15.3K 0.02% 256

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return