BancorpSouth’s Sumitomo Mitsui Financial SMFG Stock Holding History

BancorpSouth’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
2017 Q3	$187K	Hold	24,237	–	–	0.02%	247
2017 Q2	$191K	Hold	24,237	–	–	0.02%	231
2017 Q1	$176K	Hold	24,237	–	–	0.02%	236
2016 Q4	$185K	Hold	24,237	–	–	0.02%	223
2016 Q3	$164K	Sell	24,237 -5,484	-18%	-$35.6K	0.02%	244
2016 Q2	$170K	Hold	29,721	–	–	0.02%	240
2016 Q1	$179K	Hold	29,721	–	–	0.02%	244
2015 Q4	$226K	Hold	29,721	–	–	0.03%	206
2015 Q3	$227K	Hold	29,721	–	–	0.03%	197
2015 Q2	$264K	Sell	29,721 -210	-0.7%	-$1.82K	0.03%	184
2015 Q1	$232K	Buy	+29,931	New	+$224K	0.02%	205

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PPA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BancorpSouth's SMFG Position: Q3 2017 in Review

BancorpSouth held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2017 at 24,237 shares worth $187K. The position accounts for 0.02% of the portfolio, ranked #247.

BancorpSouth first reported a position in SMFG in Q1 2015 and has held it in 11 quarters since. The position peaked at $264K in Q2 2015. 194 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

BancorpSouth held 24,237 shares of Sumitomo Mitsui Financial worth $187K as of Q3 2017.
BancorpSouth left its Sumitomo Mitsui Financial share count unchanged in Q3 2017.
Sumitomo Mitsui Financial made up 0.02% of BancorpSouth's portfolio in Q3 2017, its #247 holding.
BancorpSouth first reported a position in Sumitomo Mitsui Financial in Q1 2015 and has held it in 11 quarters since.
BancorpSouth's Sumitomo Mitsui Financial position peaked at $264K in Q2 2015.
194 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on BancorpSouth's 13F filing for Q3 2017, filed 14 Nov 2017.