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Capital Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Bank & Trust’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
2020
Q1 		– Sell
-4,507
Closed -$33K – 781
2019
Q4 		$33K Sell
4,507
-5,233
-54% -$37.6K ﹤0.01% 483
2019
Q3 		$67K Sell
9,740
-167
-2% -$1.14K ﹤0.01% 407
2019
Q2 		$70K Sell
9,907
-243
-2% -$1.72K ﹤0.01% 396
2019
Q1 		$71K Sell
10,150
-2,602
-20% -$18.6K ﹤0.01% 376
2018
Q4 		$83K Buy
12,752
+5,854
+85% +$43.7K ﹤0.01% 363
2018
Q3 		$55K Buy
6,898
+6,753
+4,657% +$53.4K ﹤0.01% 440
2018
Q2 		$1K Sell
145
-277,411
-100% -$2.3M ﹤0.01% 672
2018
Q1 		$2.36M Buy
277,556
+2,144
+0.8% +$19.2K 0.03% 159
2017
Q4 		$2.39M Sell
275,412
-587,854
-68% -$4.76M 0.03% 161
2017
Q3 		$6.66M Buy
863,266
+55,183
+7% +$421K 0.08% 135
2017
Q2 		$6.35M Buy
+808,083
New +$6M 0.08% 138

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Bank & Trust's SMFG Position: Q1 2020 in Review

Capital Bank & Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 4,507 shares — an estimated $33K sold.

Capital Bank & Trust first reported a position in SMFG in Q2 2017 and held it in 11 quarters. The position peaked at $6.66M in Q3 2017. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • Capital Bank & Trust reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 4,507 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $33K.
  • Capital Bank & Trust first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 11 quarters.
  • Capital Bank & Trust's Sumitomo Mitsui Financial position peaked at $6.66M in Q3 2017.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Capital Bank & Trust's 13F filing for Q1 2020, filed 15 May 2020.