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Bellwether Investment Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bellwether Investment Group’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
Q2 		– Sell
-1,908
Closed -$14K – 519
2017
Q1 		$14K Hold
1,908
– – 0.04% 413
2016
Q4 		$15K Buy
+1,908
New +$13.9K 0.01% 538

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Bellwether Investment Group's SMFG Position: Q2 2017 in Review

Bellwether Investment Group sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2017, closing a stake of 1,908 shares — an estimated $14K sold.

Bellwether Investment Group first reported a position in SMFG in Q4 2016 and held it in 2 quarters. The position peaked at $15K in Q4 2016. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

  • Bellwether Investment Group reported no remaining Sumitomo Mitsui Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,908 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $14K.
  • Bellwether Investment Group first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Sumitomo Mitsui Financial position peaked at $15K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.