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Capstone Investment Advisors (Netherlands)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capstone Investment Advisors (Netherlands)’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 		$350K Buy
+9,000
New +$66.9K 1.22% 16
2017
Q1 		– Sell
-10,200
Closed -$390K – 166
2016
Q4 		$390K Buy
+10,200
New +$74.1K 0.66% 26

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capstone Investment Advisors (Netherlands)'s SMFG Position: Q2 2017 in Review

Capstone Investment Advisors (Netherlands) opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2017: 9,000 shares worth $350K. The stake represents 1.22% of the portfolio and ranks #16 among its holdings. This is a return to the name: Capstone Investment Advisors (Netherlands) previously reported a position in SMFG as recently as Q4 2016.

Capstone Investment Advisors (Netherlands) first reported a position in SMFG in Q4 2016 and has held it in 2 quarters since. The position peaked at $390K in Q4 2016. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

  • Capstone Investment Advisors (Netherlands) held 9,000 shares of Sumitomo Mitsui Financial worth $350K as of Q2 2017.
  • Sumitomo Mitsui Financial was a new Capstone Investment Advisors (Netherlands) position in Q2 2017.
  • Sumitomo Mitsui Financial made up 1.22% of Capstone Investment Advisors (Netherlands)'s portfolio in Q2 2017, its #16 holding.
  • Capstone Investment Advisors (Netherlands) first reported a position in Sumitomo Mitsui Financial in Q4 2016 and has held it in 2 quarters since.
  • Capstone Investment Advisors (Netherlands)'s Sumitomo Mitsui Financial position peaked at $390K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Capstone Investment Advisors (Netherlands)'s 13F filing for Q2 2017, filed 14 Aug 2017.