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

WFG 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
2017
Q2 		$856K Buy
7,234
+676
+10% +$85.4K 0.19% 122
2017
Q1 		$860K Sell
6,558
-344
-5% -$46.8K 0.23% 104
2016
Q4 		$884K Buy
6,902
+38
+0.6% +$4.92K 0.22% 113
2016
Q3 		$930K Buy
6,864
+5
+0.1% +$734 0.23% 106
2016
Q2 		$1.04M Buy
6,859
+92
+1% +$12.2K 0.28% 93
2016
Q1 		$879K Sell
6,767
-97
-1% -$12.2K 0.25% 97
2015
Q4 		$847K Buy
6,864
+118
+2% +$14.1K 0.25% 97
2015
Q3 		$770K Sell
6,746
-653
-9% -$72.8K 0.24% 94
2015
Q2 		$802K Sell
7,399
-7
-0.1% -$810 0.22% 102
2015
Q1 		$857K Sell
7,406
-436
-6% -$47.8K 0.24% 94
2014
Q4 		$792K Buy
7,842
+2,469
+46% +$250K 0.16% 146
2014
Q3 		$532K Buy
5,373
+4,313
+407% +$443K 0.1% 239
2014
Q2 		$113K Buy
1,060
+4
+0.4% +$402 0.02% 616
2014
Q1 		$103K Buy
1,056
+336
+47% +$32.7K 0.02% 629
2013
Q4 		$75K Sell
720
-1,420
-66% -$151K 0.01% 858
2013
Q3 		$225K Buy
2,140
+54
+3% +$5.85K 0.03% 452
2013
Q2 		$215K Buy
+2,086
New +$212K 0.04% 440

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

WFG Advisors's SJM Position: Q2 2017 in Review

WFG Advisors increased its J.M. Smucker (SJM) stake by 10% in Q2 2017, buying an estimated $85.4K and bringing the position to 7,234 shares worth $856K. The position accounts for 0.19% of the portfolio, ranked #122.

WFG Advisors first reported a position in SJM in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.04M in Q2 2016. 762 funds tracked by Wall St. Rank hold SJM as of Q2 2017.

  • WFG Advisors held 7,234 shares of J.M. Smucker worth $856K as of Q2 2017.
  • WFG Advisors bought 676 J.M. Smucker shares in Q2 2017, an estimated $85.4K.
  • J.M. Smucker made up 0.19% of WFG Advisors's portfolio in Q2 2017, its #122 holding.
  • WFG Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's J.M. Smucker position peaked at $1.04M in Q2 2016.
  • 762 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.