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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthTrust-Arizona's SJM Position: Q4 2018 in Review

WealthTrust-Arizona reduced its J.M. Smucker (SJM) stake by 1.1% in Q4 2018, selling an estimated $104 and leaving 86 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

WealthTrust-Arizona first reported a position in SJM in Q2 2013 and has held it in 23 quarters since. The position peaked at $19K in Q4 2015. 756 funds tracked by Wall St. Rank hold SJM as of Q4 2018.

WealthTrust-Arizona held 86 shares of J.M. Smucker worth $8K as of Q4 2018.
WealthTrust-Arizona sold 1 J.M. Smucker share in Q4 2018, an estimated $104.
J.M. Smucker made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #416 holding.
WealthTrust-Arizona first reported a position in J.M. Smucker in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's J.M. Smucker position peaked at $19K in Q4 2015.
756 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.