1GA
SMFG icon

1st Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

1st Global Advisors’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
Q4 		– Sell
-15,827
Closed -$130K – 484
2014
Q3 		$130K Sell
15,827
-2,218
-12% -$18.2K 0.02% 436
2014
Q2 		$153K Buy
18,045
+7,915
+78% +$65.2K 0.02% 433
2014
Q1 		$88K Buy
+10,130
New +$94.8K 0.02% 402
2013
Q4 		– Sell
-15,743
Closed -$153K – 423
2013
Q3 		$153K Sell
15,743
-2,441
-13% -$23.2K 0.03% 382
2013
Q2 		$168K Buy
+18,184
New +$162K 0.04% 349

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

1st Global Advisors's SMFG Position: Q4 2014 in Review

1st Global Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2014, closing a stake of 15,827 shares — an estimated $130K sold.

1st Global Advisors first reported a position in SMFG in Q2 2013 and held it in 5 quarters. The position peaked at $168K in Q2 2013. 153 funds tracked by Wall St. Rank hold SMFG as of Q4 2014.

  • 1st Global Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2014 after selling out during the quarter.
  • 1st Global Advisors sold 15,827 Sumitomo Mitsui Financial shares in Q4 2014, an estimated $130K.
  • 1st Global Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 5 quarters.
  • 1st Global Advisors's Sumitomo Mitsui Financial position peaked at $168K in Q2 2013.
  • 153 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2014.

Based on 1st Global Advisors's 13F filing for Q4 2014, filed 27 Jan 2015.