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Citizens Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Citizens Financial Group’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
-368
Closed -$3K – 532
2017
Q2 		$3K Sell
368
-668
-64% -$4.96K ﹤0.01% 492
2017
Q1 		$7K Sell
1,036
-971
-48% -$7.54K ﹤0.01% 474
2016
Q4 		$16K Sell
2,007
-8
-0.4% -$58 ﹤0.01% 421
2016
Q3 		$13K Sell
2,015
-1,328
-40% -$8.62K ﹤0.01% 437
2016
Q2 		$19K Buy
3,343
+535
+19% +$3.27K ﹤0.01% 431
2016
Q1 		$17K Buy
2,808
+650
+30% +$4.05K ﹤0.01% 437
2015
Q4 		$16K Buy
+2,158
New +$17K ﹤0.01% 446

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

Citizens Financial Group's SMFG Position: Q3 2017 in Review

Citizens Financial Group sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2017, closing a stake of 368 shares — an estimated $3K sold.

Citizens Financial Group first reported a position in SMFG in Q4 2015 and held it in 7 quarters. The position peaked at $19K in Q2 2016. 194 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

  • Citizens Financial Group reported no remaining Sumitomo Mitsui Financial position as of Q3 2017 after selling out during the quarter.
  • Citizens Financial Group sold 368 Sumitomo Mitsui Financial shares in Q3 2017, an estimated $3K.
  • Citizens Financial Group first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 7 quarters.
  • Citizens Financial Group's Sumitomo Mitsui Financial position peaked at $19K in Q2 2016.
  • 194 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on Citizens Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.