Connable Office Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Connable Office Inc’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	–	Sell	-60,535	Closed	-$439K	–	186
2017 Q1	$439K	Sell	60,535 -60,535	-50%	-$470K	0.1%	96
2016 Q4	$925K	Hold	121,070	–	–	0.21%	82
2016 Q3	$817K	Buy	121,070 +60,535	+100%	+$393K	0.19%	90
2016 Q2	$346K	Buy	60,535 +4,158	+7%	+$25.4K	0.1%	103
2016 Q1	$339K	Buy	56,377 +1,395	+3%	+$8.7K	0.09%	110
2015 Q4	$417K	Sell	54,982 -27,298	-33%	-$215K	0.12%	96
2015 Q3	$628K	Buy	82,280 +250	+0.3%	+$2.1K	0.19%	78
2015 Q2	$729K	Hold	82,030	–	–	0.19%	70
2015 Q1	$635K	Hold	82,030	–	–	0.16%	78
2014 Q4	$597K	Sell	82,030 -17,508	-18%	-$133K	0.16%	78
2014 Q3	$816K	Buy	99,538 +7,712	+8%	+$63.2K	0.21%	71
2014 Q2	$778K	Sell	91,826 -2,687	-3%	-$22.1K	0.2%	73
2014 Q1	$818K	Hold	94,513	–	–	0.22%	72
2013 Q4	$991K	Sell	94,513 -3,078	-3%	-$30.6K	0.27%	67
2013 Q3	$950K	Hold	97,591	–	–	0.27%	67
2013 Q2	$900K	Buy	+97,591	New	+$871K	0.26%	71

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Connable Office Inc's SMFG Position: Q2 2017 in Review

Connable Office Inc sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2017, closing a stake of 60,535 shares — an estimated $439K sold.

Connable Office Inc first reported a position in SMFG in Q2 2013 and held it in 16 quarters. The position peaked at $991K in Q4 2013. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

Connable Office Inc reported no remaining Sumitomo Mitsui Financial position as of Q2 2017 after selling out during the quarter.
Connable Office Inc sold 60,535 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $439K.
Connable Office Inc first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 16 quarters.
Connable Office Inc's Sumitomo Mitsui Financial position peaked at $991K in Q4 2013.
193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Connable Office Inc's 13F filing for Q2 2017, filed 1 Aug 2017.