Capstone Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capstone Asset Management’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	$4.6M	Sell	584,742 -20,800	-3%	-$155K	0.13%	197
2017 Q1	$4.39M	Buy	605,542 +10,680	+2%	+$82.9K	0.12%	196
2016 Q4	$4.54M	Buy	594,862 +1,070	+0.2%	+$7.77K	0.13%	187
2016 Q3	$4.01M	Buy	593,792 +2,850	+0.5%	+$18.5K	0.12%	204
2016 Q2	$3.38M	Sell	590,942 -340,830	-37%	-$2.08M	0.1%	233
2016 Q1	$5.6M	Buy	931,772 +26,790	+3%	+$167K	0.16%	153
2015 Q4	$6.87M	Buy	904,982 +5,215	+0.6%	+$41K	0.2%	126
2015 Q3	$6.87M	Buy	899,767 +10,998	+1%	+$92.4K	0.21%	115
2015 Q2	$7.9M	Sell	888,769 -12,030	-1%	-$104K	0.23%	118
2015 Q1	$6.97M	Buy	900,799 +38,889	+5%	+$291K	0.2%	130
2014 Q4	$6.28M	Buy	861,910 +393,014	+84%	+$2.98M	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%	+$18.3K	0.12%	199
2014 Q1	$3.95M	Buy	456,296 +9,930	+2%	+$92.9K	0.12%	198
2013 Q4	$4.68M	Buy	446,366 +16,110	+4%	+$160K	0.14%	179
2013 Q3	$4.19M	Buy	430,256 +23,220	+6%	+$220K	0.1%	221
2013 Q2	$3.75M	Buy	+407,036	New	+$3.63M	0.1%	218

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Asset Management's SMFG Position: Q2 2017 in Review

Capstone Asset Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 3.4% in Q2 2017, selling an estimated $155K and leaving 584,742 shares worth $4.6M. The position accounts for 0.13% of the portfolio, ranked #197.

Capstone Asset Management first reported a position in SMFG in Q2 2013 and has held it in 17 quarters since. The position peaked at $7.9M in Q2 2015. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

Capstone Asset Management held 584,742 shares of Sumitomo Mitsui Financial worth $4.6M as of Q2 2017.
Capstone Asset Management sold 20,800 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $155K.
Sumitomo Mitsui Financial made up 0.13% of Capstone Asset Management's portfolio in Q2 2017, its #197 holding.
Capstone Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's Sumitomo Mitsui Financial position peaked at $7.9M in Q2 2015.
193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.