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Brandes Investment Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brandes Investment Partners’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
2013
Q4 		– Sell
-4,167,928
Closed -$40.6M – 176
2013
Q3 		$40.6M Sell
4,167,928
-3,318,216
-44% -$31.5M 0.52% 49
2013
Q2 		$69M Buy
+7,486,144
New +$66.8M 0.86% 45

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Brandes Investment Partners's SMFG Position: Q4 2013 in Review

Brandes Investment Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2013, closing a stake of 4,167,928 shares — an estimated $40.6M sold.

Brandes Investment Partners first reported a position in SMFG in Q2 2013 and held it in 2 quarters. The position peaked at $69M in Q2 2013. 159 funds tracked by Wall St. Rank hold SMFG as of Q4 2013.

  • Brandes Investment Partners reported no remaining Sumitomo Mitsui Financial position as of Q4 2013 after selling out during the quarter.
  • Brandes Investment Partners sold 4,167,928 Sumitomo Mitsui Financial shares in Q4 2013, an estimated $40.6M.
  • Brandes Investment Partners first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 2 quarters.
  • Brandes Investment Partners's Sumitomo Mitsui Financial position peaked at $69M in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2013.

Based on Brandes Investment Partners's 13F filing for Q4 2013, filed 10 Feb 2014.