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Banyan Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Banyan 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
2014
Q3 		$562K Buy
+68,497
New +$562K 0.05% 287

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Banyan Partners's SMFG Position: Q3 2014 in Review

Banyan Partners opened a new position in Sumitomo Mitsui Financial (SMFG) in Q3 2014: 68,497 shares worth $562K. The stake represents 0.05% of the portfolio and ranks #287 among its holdings.

162 funds tracked by Wall St. Rank hold SMFG as of Q3 2014.

  • Banyan Partners held 68,497 shares of Sumitomo Mitsui Financial worth $562K as of Q3 2014.
  • Sumitomo Mitsui Financial was a new Banyan Partners position in Q3 2014.
  • Sumitomo Mitsui Financial made up 0.05% of Banyan Partners's portfolio in Q3 2014, its #287 holding.
  • 162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.