CIM
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CIM Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

CIM Investment 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
Q3 		– Sell
-35,075
Closed -$276K – 352
2017
Q2 		$276K Hold
35,075
– – 0.1% 288
2017
Q1 		$254K Hold
35,075
– – 0.09% 299
2016
Q4 		$268K Buy
35,075
+19,000
+118% +$138K 0.1% 285
2016
Q3 		$109K Buy
+16,075
New +$104K 0.04% 341
2014
Q2 		– Sell
-17,975
Closed -$155K – 209
2014
Q1 		$155K Buy
+17,975
New +$168K 0.07% 202

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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

CIM Investment Management's SMFG Position: Q3 2017 in Review

CIM Investment Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2017, closing a stake of 35,075 shares — an estimated $276K sold.

CIM Investment Management first reported a position in SMFG in Q1 2014 and held it in 5 quarters. The position peaked at $276K in Q2 2017. 194 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

  • CIM Investment Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2017 after selling out during the quarter.
  • CIM Investment Management sold 35,075 Sumitomo Mitsui Financial shares in Q3 2017, an estimated $276K.
  • CIM Investment Management first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 5 quarters.
  • CIM Investment Management's Sumitomo Mitsui Financial position peaked at $276K in Q2 2017.
  • 194 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on CIM Investment Management's 13F filing for Q3 2017, filed 13 Nov 2017.