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Bellecapital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bellecapital’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
Q1 		– Sell
-30,250
Closed -$231K – 88
2016
Q4 		$231K Buy
30,250
+9,500
+46% +$69K 0.21% 68
2016
Q3 		$140K Buy
20,750
+10,750
+108% +$69.7K 0.16% 71
2016
Q2 		$57K Buy
+10,000
New +$61.1K 0.06% 67

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bellecapital's SMFG Position: Q1 2017 in Review

Bellecapital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2017, closing a stake of 30,250 shares — an estimated $231K sold.

Bellecapital first reported a position in SMFG in Q2 2016 and held it in 3 quarters. The position peaked at $231K in Q4 2016. 179 funds tracked by Wall St. Rank hold SMFG as of Q1 2017.

  • Bellecapital reported no remaining Sumitomo Mitsui Financial position as of Q1 2017 after selling out during the quarter.
  • Bellecapital sold 30,250 Sumitomo Mitsui Financial shares in Q1 2017, an estimated $231K.
  • Bellecapital first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 3 quarters.
  • Bellecapital's Sumitomo Mitsui Financial position peaked at $231K in Q4 2016.
  • 179 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2017.

Based on Bellecapital's 13F filing for Q1 2017, filed 5 May 2017.