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Cobalt Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cobalt Capital 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
2013
Q4 		– Sell
-1,375,794
Closed -$13.4M – 68
2013
Q3 		$13.4M Sell
1,375,794
-656,137
-32% -$6.23M 1.3% 33
2013
Q2 		$18.7M Buy
+2,031,931
New +$18.1M 1.79% 18

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Cobalt Capital Management's SMFG Position: Q4 2013 in Review

Cobalt Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2013, closing a stake of 1,375,794 shares — an estimated $13.4M sold.

Cobalt Capital Management first reported a position in SMFG in Q2 2013 and held it in 2 quarters. The position peaked at $18.7M in Q2 2013. 159 funds tracked by Wall St. Rank hold SMFG as of Q4 2013.

  • Cobalt Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2013 after selling out during the quarter.
  • Cobalt Capital Management sold 1,375,794 Sumitomo Mitsui Financial shares in Q4 2013, an estimated $13.4M.
  • Cobalt Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 2 quarters.
  • Cobalt Capital Management's Sumitomo Mitsui Financial position peaked at $18.7M in Q2 2013.
  • 159 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2013.

Based on Cobalt Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.