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D.A. Davidson & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-1,719
Closed -$13K – 1857
2017
Q2 		$13K Buy
1,719
+1,219
+244% +$9.06K ﹤0.01% 1957
2017
Q1 		$3K Sell
500
-222
-31% -$1.72K ﹤0.01% 2247
2016
Q4 		$4K Hold
722
– – ﹤0.01% 2292
2016
Q3 		$4K Buy
722
+500
+225% +$3.24K ﹤0.01% 2232
2016
Q2 		$1K Sell
222
-82
-27% -$501 ﹤0.01% 2299
2016
Q1 		$1K Sell
304
-240
-44% -$1.5K ﹤0.01% 2220
2015
Q4 		$4K Buy
544
+30
+6% +$236 ﹤0.01% 2059
2015
Q3 		$3K Sell
514
-187
-27% -$1.57K ﹤0.01% 2075
2015
Q2 		$6K Buy
701
+53
+8% +$460 ﹤0.01% 1985
2015
Q1 		$5K Buy
648
+140
+28% +$1.05K ﹤0.01% 1920
2014
Q4 		$3K Sell
508
-83
-14% -$630 ﹤0.01% 1996
2014
Q3 		$4K Buy
591
+61
+12% +$500 ﹤0.01% 1967
2014
Q2 		$4K Sell
530
-1,139
-68% -$9.38K ﹤0.01% 1969
2014
Q1 		$13K Sell
1,669
-1,164
-41% -$10.9K ﹤0.01% 1746
2013
Q4 		$28K Buy
2,833
+905
+47% +$9K ﹤0.01% 1471
2013
Q3 		$18K Buy
1,928
+151
+8% +$1.43K ﹤0.01% 1365
2013
Q2 		$15K Buy
+1,777
New +$15.9K ﹤0.01% 1365

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

D.A. Davidson & Co's SMFG Position: Q3 2017 in Review

D.A. Davidson & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2017, closing a stake of 1,719 shares — an estimated $13K sold.

D.A. Davidson & Co first reported a position in SMFG in Q2 2013 and held it in 17 quarters. The position peaked at $28K in Q4 2013. 195 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

  • D.A. Davidson & Co reported no remaining Sumitomo Mitsui Financial position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 1,719 Sumitomo Mitsui Financial shares in Q3 2017, an estimated $13K.
  • D.A. Davidson & Co first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 17 quarters.
  • D.A. Davidson & Co's Sumitomo Mitsui Financial position peaked at $28K in Q4 2013.
  • 195 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.