Westfield Capital Management
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Westfield Capital Management’s J.M. Smucker SJM Stock Holding History

Westfield Capital Management’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
2014
Q1 		– Sell
-11,970
Closed -$1.24M – 347
2013
Q4 		$1.24M Hold
11,970
– – 0.01% 269
2013
Q3 		$1.26M Hold
11,970
– – 0.01% 277
2013
Q2 		$1.24M Buy
+11,970
New +$1.22M 0.01% 279

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Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Westfield Capital Management's SJM Position: Q1 2014 in Review

Westfield Capital Management sold out of J.M. Smucker (SJM) in Q1 2014, closing a stake of 11,970 shares — an estimated $1.24M sold.

Westfield Capital Management first reported a position in SJM in Q2 2013 and held it in 3 quarters. The position peaked at $1.26M in Q3 2013. 598 funds tracked by Wall St. Rank hold SJM as of Q1 2014.

  • Westfield Capital Management reported no remaining J.M. Smucker position as of Q1 2014 after selling out during the quarter.
  • Westfield Capital Management sold 11,970 J.M. Smucker shares in Q1 2014, an estimated $1.24M.
  • Westfield Capital Management first reported a position in J.M. Smucker in Q2 2013 and held it in 3 quarters.
  • Westfield Capital Management's J.M. Smucker position peaked at $1.26M in Q3 2013.
  • 598 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2014.

Based on Westfield Capital Management's 13F filing for Q1 2014, filed 12 May 2014.