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Wolf Group Capital Advisors’s J.M. Smucker SJM Stock Holding History

Wolf Group Capital 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
2014
Q3 		– Sell
-1,985
Closed -$212K – 98
2014
Q2 		$212K Sell
1,985
-2,340
-54% -$235K 0.15% 96
2014
Q1 		$421K Sell
4,325
-1,001
-19% -$97.3K 0.33% 83
2013
Q4 		$552K Buy
+5,326
New +$565K 0.44% 76

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
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return

Wolf Group Capital Advisors's SJM Position: Q3 2014 in Review

Wolf Group Capital Advisors sold out of J.M. Smucker (SJM) in Q3 2014, closing a stake of 1,985 shares — an estimated $212K sold.

Wolf Group Capital Advisors first reported a position in SJM in Q4 2013 and held it in 3 quarters. The position peaked at $552K in Q4 2013. 597 funds tracked by Wall St. Rank hold SJM as of Q3 2014.

  • Wolf Group Capital Advisors reported no remaining J.M. Smucker position as of Q3 2014 after selling out during the quarter.
  • Wolf Group Capital Advisors sold 1,985 J.M. Smucker shares in Q3 2014, an estimated $212K.
  • Wolf Group Capital Advisors first reported a position in J.M. Smucker in Q4 2013 and held it in 3 quarters.
  • Wolf Group Capital Advisors's J.M. Smucker position peaked at $552K in Q4 2013.
  • 597 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2014.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2014, filed 20 Oct 2014.