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Capital Guardian Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Guardian 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
2019
Q2 		– Sell
-984
Closed -$7K – 296
2019
Q1 		$7K Buy
984
+414
+73% +$2.96K ﹤0.01% 289
2018
Q4 		$4K Sell
570
-6,887
-92% -$51.4K ﹤0.01% 257
2018
Q3 		$60K Buy
+7,457
New +$58.9K ﹤0.01% 317
2018
Q2 		– Sell
-733,175
Closed -$6.23M – 246
2018
Q1 		$6.23M Buy
733,175
+101,131
+16% +$904K 0.09% 149
2017
Q4 		$5.49M Buy
+632,044
New +$5.12M 0.08% 156
2017
Q2 		– Sell
-755,762
Closed -$5.48M – 492
2017
Q1 		$5.48M Buy
755,762
+14,007
+2% +$109K 0.04% 187
2016
Q4 		$5.67M Buy
741,755
+16,044
+2% +$117K 0.04% 190
2016
Q3 		$4.9M Buy
725,711
+2,252
+0.3% +$14.6K 0.04% 200
2016
Q2 		$4.14M Buy
723,459
+17,456
+2% +$107K 0.03% 212
2016
Q1 		$4.24M Buy
706,003
+40,962
+6% +$255K 0.03% 209
2015
Q4 		$5.05M Buy
665,041
+25,110
+4% +$198K 0.04% 204
2015
Q3 		$4.88M Buy
639,931
+43,509
+7% +$366K 0.04% 198
2015
Q2 		$5.3M Buy
596,422
+57,870
+11% +$502K 0.04% 201
2015
Q1 		$4.17M Buy
538,552
+27,000
+5% +$202K 0.03% 198
2014
Q4 		$3.72M Sell
511,552
-1,230,695
-71% -$9.34M 0.03% 218
2014
Q3 		$14.3M Buy
1,742,247
+248,624
+17% +$2.04M 0.1% 152
2014
Q2 		$12.7M Buy
1,493,623
+126,486
+9% +$1.04M 0.09% 158
2014
Q1 		$11.8M Buy
1,367,137
+721,606
+112% +$6.75M 0.08% 160
2013
Q4 		$6.77M Buy
645,531
+372,264
+136% +$3.7M 0.04% 180
2013
Q3 		$2.66M Buy
273,267
+67,783
+33% +$643K 0.02% 199
2013
Q2 		$1.9M Buy
+205,484
New +$1.83M 0.01% 200

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Capital Guardian Trust's SMFG Position: Q2 2019 in Review

Capital Guardian Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 984 shares — an estimated $7K sold.

Capital Guardian Trust first reported a position in SMFG in Q2 2013 and held it in 21 quarters. The position peaked at $14.3M in Q3 2014. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Capital Guardian Trust reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
  • Capital Guardian Trust sold 984 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $7K.
  • Capital Guardian Trust first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 21 quarters.
  • Capital Guardian Trust's Sumitomo Mitsui Financial position peaked at $14.3M in Q3 2014.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Capital Guardian Trust's 13F filing for Q2 2019, filed 14 Aug 2019.