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Avestar Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-1,274
Closed -$8K – 726
2019
Q2 		$8K Hold
1,274
– – 0.01% 532
2019
Q1 		$8K Hold
1,274
– – 0.01% 509
2018
Q4 		$8K Buy
1,274
+791
+164% +$5.9K 0.01% 473
2018
Q3 		$3K Sell
483
-338
-41% -$2.67K ﹤0.01% 609
2018
Q2 		$5K Buy
821
+226
+38% +$1.88K ﹤0.01% 577
2018
Q1 		$6K Buy
+595
New +$5.32K ﹤0.01% 511

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Avestar Capital's SMFG Position: Q3 2019 in Review

Avestar Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 1,274 shares — an estimated $8K sold.

Avestar Capital first reported a position in SMFG in Q1 2018 and held it in 6 quarters. The position peaked at $8K in Q2 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Avestar Capital reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 1,274 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $8K.
  • Avestar Capital first reported a position in Sumitomo Mitsui Financial in Q1 2018 and held it in 6 quarters.
  • Avestar Capital's Sumitomo Mitsui Financial position peaked at $8K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.