Bahl & Gaynor’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Bahl & Gaynor’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 Q4	–	Sell	-25,985	Closed	-$209K	–	353
2018 Q3	$209K	Sell	25,985 -1,760	-6%	-$13.9K	﹤0.01%	353
2018 Q2	$216K	Sell	27,745 -2,100	-7%	-$17.4K	﹤0.01%	353
2018 Q1	$254K	Hold	29,845	–	–	﹤0.01%	375
2017 Q4	$259K	Hold	29,845	–	–	﹤0.01%	379
2017 Q3	$230K	Sell	29,845 -12,545	-30%	-$95.6K	﹤0.01%	382
2017 Q2	$333K	Sell	42,390 -115	-0.3%	-$854	﹤0.01%	364
2017 Q1	$308K	Sell	42,505 -230	-0.5%	-$1.79K	﹤0.01%	355
2016 Q4	$326K	Buy	42,735 +55	+0.1%	+$399	﹤0.01%	342
2016 Q3	$288K	Hold	42,680	–	–	﹤0.01%	360
2016 Q2	$244K	Buy	42,680 +1,785	+4%	+$10.9K	﹤0.01%	380
2016 Q1	$246K	Buy	40,895 +1,975	+5%	+$12.3K	﹤0.01%	381
2015 Q4	$295K	Buy	38,920 +17,950	+86%	+$141K	﹤0.01%	371
2015 Q3	$160K	Buy	+20,970	New	+$176K	﹤0.01%	422

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

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

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

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

PPA

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

NMC

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

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

Bahl & Gaynor's SMFG Position: Q4 2018 in Review

Bahl & Gaynor sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2018, closing a stake of 25,985 shares — an estimated $209K sold.

Bahl & Gaynor first reported a position in SMFG in Q3 2015 and held it in 13 quarters. The position peaked at $333K in Q2 2017. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

Bahl & Gaynor reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2018 after selling out during the quarter.
Bahl & Gaynor sold 25,985 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2018, an estimated $209K.
Bahl & Gaynor first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2015 and held it in 13 quarters.
Bahl & Gaynor's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $333K in Q2 2017.
248 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 2018.

Based on Bahl & Gaynor's 13F filing for Q4 2018, filed 12 Feb 2019.