WESPAC Advisors’s J.M. Smucker SJM Stock Holding History

WESPAC Advisors’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
2016 Q2	–	Sell	-5,326	Closed	-$692K	–	120
2016 Q1	$692K	Buy	+5,326	New	+$671K	0.86%	49

Other funds holding SJM

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

WESPAC Advisors's SJM Position: Q2 2016 in Review

WESPAC Advisors sold out of J.M. Smucker (SJM) in Q2 2016, closing a stake of 5,326 shares — an estimated $692K sold.

WESPAC Advisors first reported a position in SJM in Q1 2016 and held it in 1 quarter. The position peaked at $692K in Q1 2016. 764 funds tracked by Wall St. Rank hold SJM as of Q2 2016.

WESPAC Advisors reported no remaining J.M. Smucker position as of Q2 2016 after selling out during the quarter.
WESPAC Advisors sold 5,326 J.M. Smucker shares in Q2 2016, an estimated $692K.
WESPAC Advisors first reported a position in J.M. Smucker in Q1 2016 and held it in 1 quarter.
WESPAC Advisors's J.M. Smucker position peaked at $692K in Q1 2016.
764 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2016.

Based on WESPAC Advisors's 13F filing for Q2 2016, filed 26 Jul 2016.