Bremer Trust National Association’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bremer Trust National Association’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
2016 Q4	–	Sell	-13,237	Closed	-$89K	–	286
2016 Q3	$89K	Sell	13,237 -1,892	-13%	-$12.3K	0.02%	268
2016 Q2	$87K	Sell	15,129 -11,636	-43%	-$71.1K	0.02%	248
2016 Q1	$161K	Buy	26,765 +11,215	+72%	+$69.9K	0.05%	245
2015 Q4	$118K	Buy	15,550 +4,174	+37%	+$32.9K	0.04%	234
2015 Q3	$87K	Buy	+11,376	New	+$95.6K	0.03%	229
2014 Q2	–	Sell	-14,104	Closed	-$122K	–	212
2014 Q1	$122K	Buy	+14,104	New	+$132K	0.05%	202

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

PPA

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bremer Trust National Association's SMFG Position: Q4 2016 in Review

Bremer Trust National Association sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2016, closing a stake of 13,237 shares — an estimated $89K sold.

Bremer Trust National Association first reported a position in SMFG in Q1 2014 and held it in 6 quarters. The position peaked at $161K in Q1 2016. 181 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

Bremer Trust National Association reported no remaining Sumitomo Mitsui Financial position as of Q4 2016 after selling out during the quarter.
Bremer Trust National Association sold 13,237 Sumitomo Mitsui Financial shares in Q4 2016, an estimated $89K.
Bremer Trust National Association first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 6 quarters.
Bremer Trust National Association's Sumitomo Mitsui Financial position peaked at $161K in Q1 2016.
181 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2016.

Based on Bremer Trust National Association's 13F filing for Q4 2016, filed 13 Jan 2017.