Archford Capital Strategies’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Archford Capital Strategies’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
2016 Q4	–	Sell	-434	Closed	-$2K	–	736
2016 Q3	$2K	Buy	+434	New	+$2.82K	﹤0.01%	546
2015 Q2	–	Sell	-5,365	Closed	-$41.5K	–	725
2015 Q1	$41.5K	Hold	5,365	–	–	0.03%	217
2014 Q4	$39K	Buy	5,365 +2,184	+69%	+$16.6K	0.03%	227
2014 Q3	$26K	Hold	3,181	–	–	0.02%	265
2014 Q2	$26.9K	Hold	3,181	–	–	0.02%	276
2014 Q1	$27.5K	Buy	+3,181	New	+$29.8K	0.02%	283

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Archford Capital Strategies's SMFG Position: Q4 2016 in Review

Archford Capital Strategies sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2016, closing a stake of 434 shares — an estimated $2K sold.

Archford Capital Strategies first reported a position in SMFG in Q1 2014 and held it in 6 quarters. The position peaked at $41.5K in Q1 2015. 182 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

Archford Capital Strategies reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2016 after selling out during the quarter.
Archford Capital Strategies sold 434 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2016, an estimated $2K.
Archford Capital Strategies first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2014 and held it in 6 quarters.
Archford Capital Strategies's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $41.5K in Q1 2015.
182 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2016.

Based on Archford Capital Strategies's 13F filing for Q4 2016, filed 15 Feb 2017.