BB&T Securities’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

BB&T Securities’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
2019 Q3	$793K	Sell	116,588 -38,368	-25%	-$262K	0.01%	902
2019 Q2	$1.09M	Sell	154,956 -4,329	-3%	-$30.6K	0.01%	778
2019 Q1	$1.12M	Buy	159,285 +9,070	+6%	+$64.9K	0.01%	756
2018 Q4	$977K	Sell	150,215 -22,280	-13%	-$166K	0.01%	750
2018 Q3	$1.38M	Sell	172,495 -5,972	-3%	-$47.2K	0.01%	720
2018 Q2	$1.39M	Buy	178,467 +10,482	+6%	+$87.1K	0.01%	704
2018 Q1	$1.43M	Buy	167,985 +14,011	+9%	+$125K	0.02%	661
2017 Q4	$1.34M	Buy	153,974 +8,259	+6%	+$66.9K	0.02%	653
2017 Q3	$1.12M	Sell	145,715 -1,904	-1%	-$14.5K	0.02%	711
2017 Q2	$1.16M	Buy	147,619 +116,922	+381%	+$869K	0.02%	681
2017 Q1	$222K	Buy	+30,697	New	+$238K	﹤0.01%	1135
2016 Q1	–	Sell	-230,879	Closed	-$1.75M	–	1232
2015 Q4	$1.75M	Buy	230,879 +14,699	+7%	+$116K	0.04%	378
2015 Q3	$1.65M	Buy	216,180 +14,473	+7%	+$122K	0.04%	381
2015 Q2	$1.79M	Buy	201,707 +8,292	+4%	+$72K	0.04%	377
2015 Q1	$1.5M	Buy	193,415 +120,533	+165%	+$901K	0.03%	409
2014 Q4	$531K	Buy	72,882 +6,705	+10%	+$50.9K	0.01%	690
2014 Q3	$543K	Buy	66,177 +6,856	+12%	+$56.2K	0.01%	647
2014 Q2	$502K	Sell	59,321 -48,635	-45%	-$401K	0.01%	660
2014 Q1	$934K	Buy	107,956 +8,196	+8%	+$76.7K	0.02%	429
2013 Q4	$1.05M	Buy	+99,760	New	+$992K	0.03%	369

Other funds holding SMFG

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

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

PPA

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BB&T Securities's SMFG Position: Q3 2019 in Review

BB&T Securities reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 25% in Q3 2019, selling an estimated $262K and leaving 116,588 shares worth $793K. The position accounts for 0.01% of the portfolio, ranked #902.

BB&T Securities first reported a position in SMFG in Q4 2013 and has held it in 20 quarters since. The position peaked at $1.79M in Q2 2015. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

BB&T Securities held 116,588 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $793K as of Q3 2019.
BB&T Securities sold 38,368 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2019, an estimated $262K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of BB&T Securities's portfolio in Q3 2019, its #902 holding.
BB&T Securities first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and has held it in 20 quarters since.
BB&T Securities's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.79M in Q2 2015.
223 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 Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.