Convergence Investment Partners’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Convergence Investment Partners’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 Q2	–	Sell	-1,245	Closed	-$11K	–	802
2018 Q1	$11K	Buy	+1,245	New	+$11.1K	﹤0.01%	685
2015 Q3	–	Sell	-10,971	Closed	-$98K	–	407
2015 Q2	$98K	Sell	10,971 -3,299	-23%	-$28.6K	0.01%	346
2015 Q1	$110K	Buy	14,270 +751	+6%	+$5.62K	0.02%	352
2014 Q4	$98K	Sell	13,519 -2,326	-15%	-$17.7K	0.01%	345
2014 Q3	$130K	Buy	15,845 +2,954	+23%	+$24.2K	0.02%	352
2014 Q2	$109K	Sell	12,891 -6,162	-32%	-$50.8K	0.01%	360
2014 Q1	$165K	Sell	19,053 -4,460	-19%	-$41.7K	0.03%	356
2013 Q4	$247K	Sell	23,513 -3,195	-12%	-$31.8K	0.04%	333
2013 Q3	$260K	Sell	26,708 -7,310	-21%	-$69.4K	0.06%	255
2013 Q2	$314K	Buy	+34,018	New	+$304K	0.08%	256

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Convergence Investment Partners's SMFG Position: Q2 2018 in Review

Convergence Investment Partners sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2018, closing a stake of 1,245 shares — an estimated $11K sold.

Convergence Investment Partners first reported a position in SMFG in Q2 2013 and held it in 10 quarters. The position peaked at $314K in Q2 2013. 232 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

Convergence Investment Partners reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2018 after selling out during the quarter.
Convergence Investment Partners sold 1,245 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2018, an estimated $11K.
Convergence Investment Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and held it in 10 quarters.
Convergence Investment Partners's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $314K in Q2 2013.
232 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2018.

Based on Convergence Investment Partners's 13F filing for Q2 2018, filed 7 Aug 2018.