AIM
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Acrospire Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Acrospire Investment Management’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
2017
Q3 		– Sell
-888
Closed -$7K – 1211
2017
Q2 		$7K Buy
+888
New +$6.6K 0.01% 1892

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Northern Trust
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Morgan Stanley
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PPA
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Wells Fargo
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Acrospire Investment Management's SMFG Position: Q3 2017 in Review

Acrospire Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2017, closing a stake of 888 shares — an estimated $7K sold.

Acrospire Investment Management first reported a position in SMFG in Q2 2017 and held it in 1 quarter. The position peaked at $7K in Q2 2017. 194 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

  • Acrospire Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 888 Sumitomo Mitsui Financial shares in Q3 2017, an estimated $7K.
  • Acrospire Investment Management first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 1 quarter.
  • Acrospire Investment Management's Sumitomo Mitsui Financial position peaked at $7K in Q2 2017.
  • 194 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.