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Archford Capital Strategies’s Sumitomo Mitsui Financial 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Archford Capital Strategies sold out of Sumitomo Mitsui Financial (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. 181 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

  • Archford Capital Strategies reported no remaining Sumitomo Mitsui Financial position as of Q4 2016 after selling out during the quarter.
  • Archford Capital Strategies sold 434 Sumitomo Mitsui Financial shares in Q4 2016, an estimated $2K.
  • Archford Capital Strategies first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 6 quarters.
  • Archford Capital Strategies's Sumitomo Mitsui Financial position peaked at $41.5K in Q1 2015.
  • 181 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2016.

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