AG
SMFG icon

Advisor Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Advisor Group’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
Q4 		$325K Buy
44,024
+1,372
+3% +$9.87K ﹤0.01% 1992
2019
Q3 		$292K Sell
42,652
-56,302
-57% -$385K ﹤0.01% 2034
2019
Q2 		$698K Sell
98,954
-5,224
-5% -$37K 0.01% 1372
2019
Q1 		$732K Buy
104,178
+4,476
+4% +$32K 0.01% 1324
2018
Q4 		$648K Buy
99,702
+11,759
+13% +$87.8K 0.01% 1229
2018
Q3 		$706K Buy
87,943
+21,670
+33% +$171K 0.01% 1218
2018
Q2 		$515K Sell
66,273
-4,035
-6% -$33.5K 0.01% 1282
2018
Q1 		$598K Sell
70,308
-580
-0.8% -$5.18K 0.01% 1187
2017
Q4 		$617K Buy
70,888
+17,898
+34% +$145K 0.01% 1193
2017
Q3 		$409K Buy
52,990
+7,003
+15% +$53.4K 0.01% 1329
2017
Q2 		$360K Buy
45,987
+37,773
+460% +$281K 0.01% 1355
2017
Q1 		$59K Sell
8,214
-1,386
-14% -$10.8K ﹤0.01% 2580
2016
Q4 		$72K Buy
9,600
+2,910
+43% +$21.1K ﹤0.01% 2306
2016
Q3 		$45K Sell
6,690
-3,202
-32% -$20.8K ﹤0.01% 2623
2016
Q2 		$55K Buy
+9,892
New +$60.4K ﹤0.01% 2359

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
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisor Group's SMFG Position: Q4 2019 in Review

Advisor Group increased its Sumitomo Mitsui Financial (SMFG) stake by 3.2% in Q4 2019, buying an estimated $9.87K and bringing the position to 44,024 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Advisor Group first reported a position in SMFG in Q2 2016 and has held it in 15 quarters since. The position peaked at $732K in Q1 2019. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

  • Advisor Group held 44,024 shares of Sumitomo Mitsui Financial worth $325K as of Q4 2019.
  • Advisor Group bought 1,372 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $9.87K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1992 holding.
  • Advisor Group first reported a position in Sumitomo Mitsui Financial in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Sumitomo Mitsui Financial position peaked at $732K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.