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Bahl & Gaynor’s Sumitomo Mitsui Financial 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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $693M AUM 31.93% 1-Year Est. Return
AG
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 (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 position as of Q4 2018 after selling out during the quarter.
  • Bahl & Gaynor sold 25,985 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $209K.
  • Bahl & Gaynor first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 13 quarters.
  • Bahl & Gaynor's Sumitomo Mitsui Financial position peaked at $333K in Q2 2017.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

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