Cadence Bank NA’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cadence Bank NA’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	-12,220	Closed	-$73K	–	136
2016 Q1	$73K	Hold	12,220	–	–	0.04%	131
2015 Q4	$93K	Sell	12,220 -707	-5%	-$5.57K	0.05%	135
2015 Q3	$98K	Hold	12,927	–	–	0.06%	129
2015 Q2	$115K	Buy	12,927 +453	+4%	+$3.93K	0.07%	128
2015 Q1	$97K	Buy	+12,474	New	+$93.3K	0.05%	161
2014 Q4	–	Sell	-22,344	Closed	-$184K	–	164
2014 Q3	$184K	Sell	22,344 -90	-0.4%	-$738	0.1%	158
2014 Q2	$190K	Buy	22,434 +294	+1%	+$2.42K	0.1%	153
2014 Q1	$192K	Sell	22,140 -4,870	-18%	-$45.6K	0.11%	128
2013 Q4	$283K	Buy	27,010 +10,910	+68%	+$109K	0.15%	115
2013 Q3	$157K	Hold	16,100	–	–	0.09%	136
2013 Q2	$148K	Buy	+16,100	New	+$144K	0.08%	139

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

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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 $9.24B AUM 21.27% 1-Year Est. Return

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

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

Cadence Bank NA's SMFG Position: Q2 2016 in Review

Cadence Bank NA sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2016, closing a stake of 12,220 shares — an estimated $73K sold.

Cadence Bank NA first reported a position in SMFG in Q2 2013 and held it in 11 quarters. The position peaked at $283K in Q4 2013. 171 funds tracked by Wall St. Rank hold SMFG as of Q2 2016.

Cadence Bank NA reported no remaining Sumitomo Mitsui Financial position as of Q2 2016 after selling out during the quarter.
Cadence Bank NA sold 12,220 Sumitomo Mitsui Financial shares in Q2 2016, an estimated $73K.
Cadence Bank NA first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 11 quarters.
Cadence Bank NA's Sumitomo Mitsui Financial position peaked at $283K in Q4 2013.
171 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2016.

Based on Cadence Bank NA's 13F filing for Q2 2016, filed 5 Aug 2016.