CPP
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Crow Point Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Crow Point 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
2015
Q3 		$390K Sell
51,050
-9,450
-16% -$79.4K 0.06% 127
2015
Q2 		$538K Sell
60,500
-1,700
-3% -$14.8K 0.08% 110
2015
Q1 		$481K Buy
+62,200
New +$465K 0.07% 121
2014
Q3 		$566K Buy
69,145
+22,430
+48% +$184K 0.08% 120
2014
Q2 		$404K Hold
46,715
– – 0.05% 137
2014
Q1 		$404K Buy
+46,715
New +$437K 0.05% 137

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CI
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Bank of America
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PPA
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AG
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