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Anchor Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Anchor Capital 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
2015
Q4 		– Sell
-24,107
Closed -$184K – 306
2015
Q3 		$184K Buy
+24,107
New +$203K ﹤0.01% 277

Other funds holding SMFG

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ClearBridge Investments
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Anchor Capital Advisors's SMFG Position: Q4 2015 in Review

Anchor Capital Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2015, closing a stake of 24,107 shares — an estimated $184K sold.

Anchor Capital Advisors first reported a position in SMFG in Q3 2015 and held it in 1 quarter. The position peaked at $184K in Q3 2015. 197 funds tracked by Wall St. Rank hold SMFG as of Q4 2015.

  • Anchor Capital Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2015 after selling out during the quarter.
  • Anchor Capital Advisors sold 24,107 Sumitomo Mitsui Financial shares in Q4 2015, an estimated $184K.
  • Anchor Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 1 quarter.
  • Anchor Capital Advisors's Sumitomo Mitsui Financial position peaked at $184K in Q3 2015.
  • 197 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2015.

Based on Anchor Capital Advisors's 13F filing for Q4 2015, filed 4 Feb 2016.