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Camelot Portfolios’s Sumitomo Mitsui Financial 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Camelot Portfolios's SMFG Position: Q2 2017 in Review

Camelot Portfolios sold out of Sumitomo Mitsui Financial (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. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

  • Camelot Portfolios reported no remaining Sumitomo Mitsui Financial position as of Q2 2017 after selling out during the quarter.
  • Camelot Portfolios sold 10,310 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $75K.
  • Camelot Portfolios first reported a position in Sumitomo Mitsui Financial in Q1 2016 and held it in 5 quarters.
  • Camelot Portfolios's Sumitomo Mitsui Financial position peaked at $81K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

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