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

Other funds holding SMFG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

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

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

ClearBridge Investments New York $115B AUM 24.78% 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

Crow Point Partners's SMFG Position: Q3 2015 in Review

Crow Point Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 16% in Q3 2015, selling an estimated $79.4K and leaving 51,050 shares worth $390K. The position accounts for 0.06% of the portfolio, ranked #127.

Crow Point Partners first reported a position in SMFG in Q1 2014 and has held it in 6 quarters since. The position peaked at $566K in Q3 2014. 189 funds tracked by Wall St. Rank hold SMFG as of Q3 2015.

Crow Point Partners held 51,050 shares of Sumitomo Mitsui Financial worth $390K as of Q3 2015.
Crow Point Partners sold 9,450 Sumitomo Mitsui Financial shares in Q3 2015, an estimated $79.4K.
Sumitomo Mitsui Financial made up 0.06% of Crow Point Partners's portfolio in Q3 2015, its #127 holding.
Crow Point Partners first reported a position in Sumitomo Mitsui Financial in Q1 2014 and has held it in 6 quarters since.
Crow Point Partners's Sumitomo Mitsui Financial position peaked at $566K in Q3 2014.
189 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2015.

Based on Crow Point Partners's 13F filing for Q3 2015, filed 17 Dec 2015.