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

Windsor 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
2016
Q3 		– Sell
-4,053
Closed -$617K – 122
2016
Q2 		$617K Buy
4,053
+48
+1% +$6.38K 0.36% 64
2016
Q1 		$520K Buy
4,005
+151
+4% +$19K 0.32% 68
2015
Q4 		$475K Buy
3,854
+66
+2% +$7.87K 0.3% 68
2015
Q3 		$432K Buy
3,788
+352
+10% +$39.2K 0.25% 71
2015
Q2 		$372K Buy
+3,436
New +$398K 0.22% 79

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 $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Windsor Capital Management's SJM Position: Q3 2016 in Review

Windsor Capital Management sold out of J.M. Smucker (SJM) in Q3 2016, closing a stake of 4,053 shares — an estimated $617K sold.

Windsor Capital Management first reported a position in SJM in Q2 2015 and held it in 5 quarters. The position peaked at $617K in Q2 2016. 747 funds tracked by Wall St. Rank hold SJM as of Q3 2016.

  • Windsor Capital Management reported no remaining J.M. Smucker position as of Q3 2016 after selling out during the quarter.
  • Windsor Capital Management sold 4,053 J.M. Smucker shares in Q3 2016, an estimated $617K.
  • Windsor Capital Management first reported a position in J.M. Smucker in Q2 2015 and held it in 5 quarters.
  • Windsor Capital Management's J.M. Smucker position peaked at $617K in Q2 2016.
  • 747 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2016.

Based on Windsor Capital Management's 13F filing for Q3 2016, filed 9 Nov 2016.