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William Harris Investors’s J.M. Smucker SJM Stock Holding History

William Harris Investors’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
Q4 		$464K Hold
3,621
– – 0.13% 65
2016
Q3 		$491K Hold
3,621
– – 0.13% 60
2016
Q2 		$552K Hold
3,621
– – 0.14% 64
2016
Q1 		$470K Sell
3,621
-150
-4% -$18.9K 0.12% 56
2015
Q4 		$465K Buy
3,771
+955
+34% +$114K 0.11% 58
2015
Q3 		$321K Buy
+2,816
New +$314K 0.09% 68

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

William Harris Investors's SJM Position: Q4 2016 in Review

William Harris Investors held its J.M. Smucker (SJM) position steady in Q4 2016 at 3,621 shares worth $464K. The position accounts for 0.13% of the portfolio, ranked #65.

William Harris Investors first reported a position in SJM in Q3 2015 and has held it in 6 quarters since. The position peaked at $552K in Q2 2016. 765 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • William Harris Investors held 3,621 shares of J.M. Smucker worth $464K as of Q4 2016.
  • William Harris Investors left its J.M. Smucker share count unchanged in Q4 2016.
  • J.M. Smucker made up 0.13% of William Harris Investors's portfolio in Q4 2016, its #65 holding.
  • William Harris Investors first reported a position in J.M. Smucker in Q3 2015 and has held it in 6 quarters since.
  • William Harris Investors's J.M. Smucker position peaked at $552K in Q2 2016.
  • 765 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on William Harris Investors's 13F filing for Q4 2016, filed 7 Feb 2017.