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YorkBridge Wealth Partners’s J.M. Smucker SJM Stock Holding History

YorkBridge Wealth Partners’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
2018
Q3 		– Sell
-50
Closed -$5K – 833
2018
Q2 		$5K Hold
50
– – ﹤0.01% 688
2018
Q1 		$6K Hold
50
– – ﹤0.01% 671
2017
Q4 		$6K Sell
50
-100
-67% -$11.1K ﹤0.01% 689
2017
Q3 		$16K Buy
150
+100
+200% +$11.4K 0.01% 576
2017
Q2 		$6K Hold
50
– – ﹤0.01% 691
2017
Q1 		$6K Hold
50
– – ﹤0.01% 676
2016
Q4 		$6K Buy
+50
New +$6.48K ﹤0.01% 661

Other funds holding SJM

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CP
Coho Partners Berwyn, Pennsylvania $779M AUM 4.46% 1-Year Est. Return

YorkBridge Wealth Partners's SJM Position: Q3 2018 in Review

YorkBridge Wealth Partners sold out of J.M. Smucker (SJM) in Q3 2018, closing a stake of 50 shares — an estimated $5K sold.

YorkBridge Wealth Partners first reported a position in SJM in Q4 2016 and held it in 7 quarters. The position peaked at $16K in Q3 2017. 794 funds tracked by Wall St. Rank hold SJM as of Q3 2018.

  • YorkBridge Wealth Partners reported no remaining J.M. Smucker position as of Q3 2018 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 50 J.M. Smucker shares in Q3 2018, an estimated $5K.
  • YorkBridge Wealth Partners first reported a position in J.M. Smucker in Q4 2016 and held it in 7 quarters.
  • YorkBridge Wealth Partners's J.M. Smucker position peaked at $16K in Q3 2017.
  • 794 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.