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Calton & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,950
Closed -$18K – 1127
2017
Q4 		$18K Buy
+1,950
New +$15.8K ﹤0.01% 914

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

Calton & Associates's SMFG Position: Q1 2018 in Review

Calton & Associates sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2018, closing a stake of 1,950 shares — an estimated $18K sold.

Calton & Associates first reported a position in SMFG in Q4 2017 and held it in 1 quarter. The position peaked at $18K in Q4 2017. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2018.

  • Calton & Associates reported no remaining Sumitomo Mitsui Financial position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,950 Sumitomo Mitsui Financial shares in Q1 2018, an estimated $18K.
  • Calton & Associates first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Sumitomo Mitsui Financial position peaked at $18K in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.