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BB&T Securities’s Sumitomo Mitsui Financial 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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
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
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
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
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 (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 worth $793K as of Q3 2019.
  • BB&T Securities sold 38,368 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $262K.
  • Sumitomo Mitsui Financial 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 in Q4 2013 and has held it in 20 quarters since.
  • BB&T Securities's Sumitomo Mitsui Financial position peaked at $1.79M in Q2 2015.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

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