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Aris Wealth Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Aris Wealth Services’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
Q3 		– Sell
-1,154
Closed -$10K – 478
2015
Q2 		$10K Buy
+1,154
New +$10K 0.01% 369

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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

Aris Wealth Services's SMFG Position: Q3 2015 in Review

Aris Wealth Services sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2015, closing a stake of 1,154 shares — an estimated $10K sold.

Aris Wealth Services first reported a position in SMFG in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 189 funds tracked by Wall St. Rank hold SMFG as of Q3 2015.

  • Aris Wealth Services reported no remaining Sumitomo Mitsui Financial position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 1,154 Sumitomo Mitsui Financial shares in Q3 2015, an estimated $10K.
  • Aris Wealth Services first reported a position in Sumitomo Mitsui Financial in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's Sumitomo Mitsui Financial position peaked at $10K in Q2 2015.
  • 189 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.