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CI Global Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

CI Global Investments’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
2013
Q3 		– Sell
-850,000
Closed -$7.84M – 209
2013
Q2 		$7.84M Buy
+850,000
New +$7.59M 0.36% 92

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

CI Global Investments's SMFG Position: Q3 2013 in Review

CI Global Investments sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2013, closing a stake of 850,000 shares — an estimated $7.84M sold.

CI Global Investments first reported a position in SMFG in Q2 2013 and held it in 1 quarter. The position peaked at $7.84M in Q2 2013. 141 funds tracked by Wall St. Rank hold SMFG as of Q3 2013.

  • CI Global Investments reported no remaining Sumitomo Mitsui Financial position as of Q3 2013 after selling out during the quarter.
  • CI Global Investments sold 850,000 Sumitomo Mitsui Financial shares in Q3 2013, an estimated $7.84M.
  • CI Global Investments first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 1 quarter.
  • CI Global Investments's Sumitomo Mitsui Financial position peaked at $7.84M in Q2 2013.
  • 141 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2013.

Based on CI Global Investments's 13F filing for Q3 2013, filed 1 Nov 2013.