Camelot Portfolios’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Camelot Portfolios’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
2017 Q2	–	Sell	-10,310	Closed	-$75K	–	190
2017 Q1	$75K	Sell	10,310 -257	-2%	-$2K	0.04%	180
2016 Q4	$81K	Sell	10,567 -94	-0.9%	-$683	0.04%	151
2016 Q3	$72K	Sell	10,661 -535	-5%	-$3.47K	0.04%	154
2016 Q2	$64K	Buy	11,196 +348	+3%	+$2.13K	0.04%	154
2016 Q1	$65K	Buy	+10,848	New	+$67.6K	0.04%	150

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Camelot Portfolios's SMFG Position: Q2 2017 in Review

Camelot Portfolios sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2017, closing a stake of 10,310 shares — an estimated $75K sold.

Camelot Portfolios first reported a position in SMFG in Q1 2016 and held it in 5 quarters. The position peaked at $81K in Q4 2016. 194 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

Camelot Portfolios reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2017 after selling out during the quarter.
Camelot Portfolios sold 10,310 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2017, an estimated $75K.
Camelot Portfolios first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2016 and held it in 5 quarters.
Camelot Portfolios's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $81K in Q4 2016.
194 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2017.

Based on Camelot Portfolios's 13F filing for Q2 2017, filed 31 Jul 2017.