Capstone Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $4.6M | Sell |
584,742
-20,800
| -3% | -$163K | 0.13% | 197 |
|
|
2017
Q1 | $4.39M | Buy |
605,542
+10,680
| +2% | +$77.4K | 0.12% | 196 |
|
|
2016
Q4 | $4.55M | Buy |
594,862
+1,070
| +0.2% | +$8.18K | 0.13% | 187 |
|
|
2016
Q3 | $4.01M | Buy |
593,792
+2,850
| +0.5% | +$19.2K | 0.12% | 204 |
|
|
2016
Q2 | $3.38M | Sell |
590,942
-340,830
| -37% | -$1.95M | 0.1% | 233 |
|
|
2016
Q1 | $5.6M | Buy |
931,772
+26,790
| +3% | +$161K | 0.16% | 153 |
|
|
2015
Q4 | $6.87M | Buy |
904,982
+5,215
| +0.6% | +$39.6K | 0.2% | 126 |
|
|
2015
Q3 | $6.87M | Buy |
899,767
+10,998
| +1% | +$83.9K | 0.21% | 115 |
|
|
2015
Q2 | $7.9M | Sell |
888,769
-12,030
| -1% | -$107K | 0.23% | 118 |
|
|
2015
Q1 | $6.97M | Buy |
900,799
+38,889
| +5% | +$301K | 0.2% | 130 |
|
|
2014
Q4 | $6.28M | Buy |
861,910
+393,014
| +84% | +$2.86M | 0.18% | 138 |
|
|
2014
Q3 | $3.85M | Buy |
468,896
+10,380
| +2% | +$85.1K | 0.13% | 186 |
|
|
2014
Q2 | $3.88M | Buy |
458,516
+2,220
| +0.5% | +$18.8K | 0.12% | 199 |
|
|
2014
Q1 | $3.95M | Buy |
456,296
+9,930
| +2% | +$85.9K | 0.12% | 198 |
|
|
2013
Q4 | $4.68M | Buy |
446,366
+16,110
| +4% | +$169K | 0.14% | 179 |
|
|
2013
Q3 | $4.19M | Buy |
430,256
+23,220
| +6% | +$226K | 0.1% | 221 |
|
|
2013
Q2 | $3.75M | Buy |
+407,036
| New | +$3.75M | 0.1% | 218 |
|