Conning Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Conning 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
2018 Q1	–	Sell	-11,125	Closed	-$97K	–	598
2017 Q4	$97K	Sell	11,125 -13,650	-55%	-$111K	﹤0.01%	591
2017 Q3	$191K	Sell	24,775 -1,050	-4%	-$8K	0.01%	577
2017 Q2	$203K	Sell	25,825 -15,800	-38%	-$117K	0.01%	574
2017 Q1	$302K	Buy	+41,625	New	+$323K	0.01%	494

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Conning Inc's SMFG Position: Q1 2018 in Review

Conning Inc sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2018, closing a stake of 11,125 shares — an estimated $97K sold.

Conning Inc first reported a position in SMFG in Q1 2017 and held it in 4 quarters. The position peaked at $302K in Q1 2017. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2018.

Conning Inc reported no remaining Sumitomo Mitsui Financial position as of Q1 2018 after selling out during the quarter.
Conning Inc sold 11,125 Sumitomo Mitsui Financial shares in Q1 2018, an estimated $97K.
Conning Inc first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 4 quarters.
Conning Inc's Sumitomo Mitsui Financial position peaked at $302K in Q1 2017.
229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2018.

Based on Conning Inc's 13F filing for Q1 2018, filed 4 May 2018.