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Avantax Planning Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-3,932
Closed -$34K – 1281
2018
Q1 		$34K Buy
+3,932
New +$35.1K ﹤0.01% 610

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Morgan Stanley
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Northern Trust
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
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AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Avantax Planning Partners's SMFG Position: Q2 2018 in Review

Avantax Planning Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 3,932 shares — an estimated $34K sold.

Avantax Planning Partners first reported a position in SMFG in Q1 2018 and held it in 1 quarter. The position peaked at $34K in Q1 2018. 231 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

  • Avantax Planning Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,932 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $34K.
  • Avantax Planning Partners first reported a position in Sumitomo Mitsui Financial in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Sumitomo Mitsui Financial position peaked at $34K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.