1919 Investment Counsel’s Sumitomo Mitsui Financial SMFG Stock Holding History

1919 Investment Counsel’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	$1.79M	Sell	218,795 -15,450	-7%	-$127K	0.04%	310
2014 Q2	$1.99M	Buy	234,245 +7,420	+3%	+$61.1K	0.04%	306
2014 Q1	$1.96M	Buy	226,825 +2,650	+1%	+$24.8K	0.04%	305
2013 Q4	$2.35M	Buy	224,175 +41,045	+22%	+$408K	0.05%	270
2013 Q3	$1.78M	Buy	183,130 +31,945	+21%	+$303K	0.04%	299
2013 Q2	$1.39M	Buy	+151,185	New	+$1.35M	0.03%	326

Other funds holding SMFG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

1919 Investment Counsel's SMFG Position: Q3 2014 in Review

1919 Investment Counsel reduced its Sumitomo Mitsui Financial (SMFG) stake by 6.6% in Q3 2014, selling an estimated $127K and leaving 218,795 shares worth $1.79M. The position accounts for 0.04% of the portfolio, ranked #310.

1919 Investment Counsel first reported a position in SMFG in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.35M in Q4 2013. 163 funds tracked by Wall St. Rank hold SMFG as of Q3 2014.

1919 Investment Counsel held 218,795 shares of Sumitomo Mitsui Financial worth $1.79M as of Q3 2014.
1919 Investment Counsel sold 15,450 Sumitomo Mitsui Financial shares in Q3 2014, an estimated $127K.
Sumitomo Mitsui Financial made up 0.04% of 1919 Investment Counsel's portfolio in Q3 2014, its #310 holding.
1919 Investment Counsel first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 6 quarters since.
1919 Investment Counsel's Sumitomo Mitsui Financial position peaked at $2.35M in Q4 2013.
163 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2014.

Based on 1919 Investment Counsel's 13F filing for Q3 2014, filed 14 Nov 2014.