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BB&T Investment Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

BB&T Investment Services’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
Q4 		$106K Buy
12,295
+1,338
+12% +$10.8K 0.02% 391
2017
Q3 		$85K Buy
10,957
+10
+0.1% +$76 0.02% 407
2017
Q2 		$86K Buy
10,947
+10,152
+1,277% +$75.4K 0.02% 358
2017
Q1 		$6K Buy
+795
New +$6.17K ﹤0.01% 805

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BB&T Investment Services's SMFG Position: Q4 2017 in Review

BB&T Investment Services increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q4 2017, buying an estimated $10.8K and bringing the position to 12,295 shares worth $106K. The position accounts for 0.02% of the portfolio, ranked #391.

BB&T Investment Services first reported a position in SMFG in Q1 2017 and has held it in 4 quarters since. 229 funds tracked by Wall St. Rank hold SMFG as of Q4 2017.

  • BB&T Investment Services held 12,295 shares of Sumitomo Mitsui Financial worth $106K as of Q4 2017.
  • BB&T Investment Services bought 1,338 Sumitomo Mitsui Financial shares in Q4 2017, an estimated $10.8K.
  • Sumitomo Mitsui Financial made up 0.02% of BB&T Investment Services's portfolio in Q4 2017, its #391 holding.
  • BB&T Investment Services first reported a position in Sumitomo Mitsui Financial in Q1 2017 and has held it in 4 quarters since.
  • 229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.