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Cornerstone Advisors (Washington)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-5,631
Closed -$40K – 1283
2019
Q2 		$40K Buy
5,631
+1,728
+44% +$12.2K ﹤0.01% 458
2019
Q1 		$27K Buy
3,903
+1,922
+97% +$13.7K ﹤0.01% 537
2018
Q4 		$13K Sell
1,981
-1,184
-37% -$8.84K ﹤0.01% 587
2018
Q3 		$25K Buy
3,165
+1,858
+142% +$14.7K 0.02% 486
2018
Q2 		$10K Buy
1,307
+255
+24% +$2.12K 0.01% 615
2018
Q1 		$9K Buy
1,052
+206
+24% +$1.84K 0.01% 614
2017
Q4 		$7K Hold
846
– – ﹤0.01% 644
2017
Q3 		$7K Hold
846
– – ﹤0.01% 645
2017
Q2 		$7K Hold
846
– – ﹤0.01% 644
2017
Q1 		$6K Hold
846
– – ﹤0.01% 674
2016
Q4 		$6K Buy
846
+644
+319% +$4.68K 0.01% 680
2016
Q3 		$1K Buy
202
+40
+25% +$260 ﹤0.01% 887
2016
Q2 		$1K Sell
162
-359
-69% -$2.19K ﹤0.01% 836
2016
Q1 		$3K Buy
521
+90
+21% +$561 ﹤0.01% 662
2015
Q4 		$3K Hold
431
– – ﹤0.01% 670
2015
Q3 		$3K Hold
431
– – ﹤0.01% 663
2015
Q2 		$4K Hold
431
– – ﹤0.01% 469
2015
Q1 		$3K Buy
+431
New +$3.22K ﹤0.01% 541
2014
Q2 		– Sell
-1,134
Closed -$10K – 683
2014
Q1 		$10K Sell
1,134
-897
-44% -$8.39K 0.01% 203
2013
Q4 		$21K Hold
2,031
– – 0.03% 103
2013
Q3 		$20K Hold
2,031
– – 0.03% 103
2013
Q2 		$19K Buy
+2,031
New +$18.1K 0.05% 60

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SMFG Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 5,631 shares — an estimated $40K sold.

Cornerstone Advisors (Washington) first reported a position in SMFG in Q2 2013 and held it in 22 quarters. The position peaked at $40K in Q2 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 5,631 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $40K.
  • Cornerstone Advisors (Washington) first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 22 quarters.
  • Cornerstone Advisors (Washington)'s Sumitomo Mitsui Financial position peaked at $40K in Q2 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.