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

Advantage 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
2019
Q3 		$7K Hold
1,077
– – 0.01% 715
2019
Q2 		$8K Hold
1,077
– – 0.01% 700
2019
Q1 		$8K Buy
1,077
+289
+37% +$2.07K 0.01% 687
2018
Q4 		$5K Buy
+788
New +$5.88K ﹤0.01% 796
2016
Q1 		– Sell
-87
Closed -$1K – 916
2015
Q4 		$1K Buy
+87
New +$685 ﹤0.01% 837

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Advantage Investment Management's SMFG Position: Q3 2019 in Review

Advantage Investment Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2019 at 1,077 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #715.

Advantage Investment Management first reported a position in SMFG in Q4 2015 and has held it in 5 quarters since. The position peaked at $8K in Q2 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Advantage Investment Management held 1,077 shares of Sumitomo Mitsui Financial worth $7K as of Q3 2019.
  • Advantage Investment Management left its Sumitomo Mitsui Financial share count unchanged in Q3 2019.
  • Sumitomo Mitsui Financial made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #715 holding.
  • Advantage Investment Management first reported a position in Sumitomo Mitsui Financial in Q4 2015 and has held it in 5 quarters since.
  • Advantage Investment Management's Sumitomo Mitsui Financial position peaked at $8K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.