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Delphi Private Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Delphi Private 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
2019
Q2 		$9K Buy
+1,315
New +$9.31K 0.05% 38

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Delphi Private Advisors's SMFG Position: Q2 2019 in Review

Delphi Private Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2019: 1,315 shares worth $9K. The stake represents 0.05% of the portfolio and ranks #38 among its holdings.

258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Delphi Private Advisors held 1,315 shares of Sumitomo Mitsui Financial worth $9K as of Q2 2019.
  • Sumitomo Mitsui Financial was a new Delphi Private Advisors position in Q2 2019.
  • Sumitomo Mitsui Financial made up 0.05% of Delphi Private Advisors's portfolio in Q2 2019, its #38 holding.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Delphi Private Advisors's 13F filing for Q2 2019, filed 17 Jul 2019.