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Cypress Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cypress Wealth Advisors’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
2017
Q2 		– Sell
-22,155
Closed -$161K – 162
2017
Q1 		$161K Sell
22,155
-760
-3% -$5.9K 0.07% 204
2016
Q4 		$175K Buy
22,915
+1,270
+6% +$9.22K 0.08% 197
2016
Q3 		$146K Buy
21,645
+7,720
+55% +$50.1K 0.07% 195
2016
Q2 		$80K Buy
13,925
+2,940
+27% +$18K 0.04% 187
2016
Q1 		$66K Buy
+10,985
New +$68.5K 0.03% 197

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cypress Wealth Advisors's SMFG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2017, closing a stake of 22,155 shares — an estimated $161K sold.

Cypress Wealth Advisors first reported a position in SMFG in Q1 2016 and held it in 5 quarters. The position peaked at $175K in Q4 2016. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

  • Cypress Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2017 after selling out during the quarter.
  • Cypress Wealth Advisors sold 22,155 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $161K.
  • Cypress Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2016 and held it in 5 quarters.
  • Cypress Wealth Advisors's Sumitomo Mitsui Financial position peaked at $175K in Q4 2016.
  • 193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.