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Burt Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Burt Wealth Advisors’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
Q2 		– Sell
-77
Closed -$1K – 545
2016
Q1 		$1K Buy
+77
New +$480 ﹤0.01% 553

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

Burt Wealth Advisors's SMFG Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2016, closing a stake of 77 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in SMFG in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 170 funds tracked by Wall St. Rank hold SMFG as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 77 Sumitomo Mitsui Financial shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Sumitomo Mitsui Financial position peaked at $1K in Q1 2016.
  • 170 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.