Capital World Investors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital World Investors’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
2016 Q1	–	Sell	-27,000,000	Closed	-$205M	–	519
2015 Q4	$205M	Hold	27,000,000	–	–	0.06%	225
2015 Q3	$206M	Hold	27,000,000	–	–	0.06%	230
2015 Q2	$240M	Hold	27,000,000	–	–	0.07%	229
2015 Q1	$209M	Buy	27,000,000 +1,950,000	+8%	+$14.6M	0.06%	242
2014 Q4	$182M	Sell	25,050,000 -1,950,000	-7%	-$14.8M	0.05%	253
2014 Q3	$221M	Hold	27,000,000	–	–	0.06%	233
2014 Q2	$229M	Hold	27,000,000	–	–	0.06%	225
2014 Q1	$234M	Hold	27,000,000	–	–	0.07%	220
2013 Q4	$283M	Hold	27,000,000	–	–	0.08%	203
2013 Q3	$263M	Hold	27,000,000	–	–	0.08%	210
2013 Q2	$249M	Buy	+27,000,000	New	+$241M	0.08%	217

Other funds holding SMFG

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital World Investors's SMFG Position: Q1 2016 in Review

Capital World Investors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2016, closing a stake of 27,000,000 shares — an estimated $205M sold.

Capital World Investors first reported a position in SMFG in Q2 2013 and held it in 11 quarters. The position peaked at $283M in Q4 2013. 178 funds tracked by Wall St. Rank hold SMFG as of Q1 2016.

Capital World Investors reported no remaining Sumitomo Mitsui Financial position as of Q1 2016 after selling out during the quarter.
Capital World Investors sold 27,000,000 Sumitomo Mitsui Financial shares in Q1 2016, an estimated $205M.
Capital World Investors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 11 quarters.
Capital World Investors's Sumitomo Mitsui Financial position peaked at $283M in Q4 2013.
178 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2016.

Based on Capital World Investors's 13F filing for Q1 2016, filed 16 May 2016.