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Webster Bank’s J.M. Smucker SJM Stock Holding History

Webster Bank’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
Q4 		– Sell
-39
Closed -$4K – 574
2017
Q3 		$4K Hold
39
– – ﹤0.01% 509
2017
Q2 		$5K Hold
39
– – ﹤0.01% 517
2017
Q1 		$5K Hold
39
– – ﹤0.01% 535
2016
Q4 		$5K Buy
+39
New +$5.05K ﹤0.01% 538
2013
Q3 		– Sell
-67,845
Closed -$7M – 211
2013
Q2 		$7M Buy
+67,845
New +$6.91M 0.88% 24

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
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 $10B AUM 42.59% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Webster Bank's SJM Position: Q4 2017 in Review

Webster Bank sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 39 shares — an estimated $4K sold.

Webster Bank first reported a position in SJM in Q2 2013 and held it in 5 quarters. The position peaked at $7M in Q2 2013. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Webster Bank reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Webster Bank sold 39 J.M. Smucker shares in Q4 2017, an estimated $4K.
  • Webster Bank first reported a position in J.M. Smucker in Q2 2013 and held it in 5 quarters.
  • Webster Bank's J.M. Smucker position peaked at $7M in Q2 2013.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Webster Bank's 13F filing for Q4 2017, filed 23 Jan 2018.