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Woodmont Investment Counsel’s J.M. Smucker SJM Stock Holding History

Woodmont Investment Counsel’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 		– Sell
-117
Closed -$16K – 539
2016
Q3 		$16K Buy
+117
New +$17.2K ﹤0.01% 401
2016
Q2 		– Sell
-2
Closed – – 407
2016
Q1 		$0 Hold
2
– – ﹤0.01% 548
2015
Q4 		$0 Hold
2
– – ﹤0.01% 560
2015
Q3 		$0 Hold
2
– – ﹤0.01% 571
2015
Q2 		$0 Buy
+2
New +$231 ﹤0.01% 551

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 $315B AUM 27.84% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Woodmont Investment Counsel's SJM Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of J.M. Smucker (SJM) in Q4 2016, closing a stake of 117 shares — an estimated $16K sold.

Woodmont Investment Counsel first reported a position in SJM in Q2 2015 and held it in 5 quarters. The position peaked at $16K in Q3 2016. 765 funds tracked by Wall St. Rank hold SJM as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining J.M. Smucker position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 117 J.M. Smucker shares in Q4 2016, an estimated $16K.
  • Woodmont Investment Counsel first reported a position in J.M. Smucker in Q2 2015 and held it in 5 quarters.
  • Woodmont Investment Counsel's J.M. Smucker position peaked at $16K in Q3 2016.
  • 765 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.