Bellecapital’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2017 after selling out during the quarter.
Bellecapital sold 30,250 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2017, an estimated $231K.
Bellecapital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2016 and held it in 3 quarters.
Bellecapital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $231K in Q4 2016.
179 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 Q1 2017.

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