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Dreman Value Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dreman Value Management’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
2018
Q1 		$7K Hold
833
– – ﹤0.01% 417
2017
Q4 		$7K Hold
833
– – ﹤0.01% 410
2017
Q3 		$6K Hold
833
– – ﹤0.01% 402
2017
Q2 		$7K Buy
+833
New +$6.19K ﹤0.01% 381
2017
Q1 		– Sell
-833
Closed -$6K – 354
2016
Q4 		$6K Sell
833
-10,003
-92% -$72.6K ﹤0.01% 369
2016
Q3 		$73K Sell
10,836
-218
-2% -$1.41K 0.04% 203
2016
Q2 		$63K Sell
11,054
-438
-4% -$2.68K 0.04% 199
2016
Q1 		$69K Sell
11,492
-1,225
-10% -$7.64K 0.01% 299
2015
Q4 		$97K Sell
12,717
-117,112
-90% -$922K 0.03% 132
2015
Q3 		$991K Sell
129,829
-353,918
-73% -$2.97M 0.1% 180
2015
Q2 		$4.3M Sell
483,747
-127,446
-21% -$1.11M 0.36% 99
2015
Q1 		$4.73M Sell
611,193
-36,066
-6% -$270K 0.41% 89
2014
Q4 		$4.71M Sell
647,259
-92,336
-12% -$701K 0.39% 102
2014
Q3 		$6.07M Buy
739,595
+92,902
+14% +$762K 0.49% 86
2014
Q2 		$5.48M Sell
646,693
-27,204
-4% -$224K 0.41% 127
2014
Q1 		$5.83M Buy
673,897
+154,965
+30% +$1.45M 0.45% 110
2013
Q4 		$7.9M Sell
518,932
-211,502
-29% -$2.1M 0.6% 59
2013
Q3 		$7.11M Buy
+730,434
New +$6.93M 0.64% 50

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Dreman Value Management's SMFG Position: Q1 2018 in Review

Dreman Value Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q1 2018 at 833 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Dreman Value Management first reported a position in SMFG in Q3 2013 and has held it in 18 quarters since. The position peaked at $7.9M in Q4 2013. 230 funds tracked by Wall St. Rank hold SMFG as of Q1 2018.

  • Dreman Value Management held 833 shares of Sumitomo Mitsui Financial worth $7K as of Q1 2018.
  • Dreman Value Management left its Sumitomo Mitsui Financial share count unchanged in Q1 2018.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Dreman Value Management's portfolio in Q1 2018, its #417 holding.
  • Dreman Value Management first reported a position in Sumitomo Mitsui Financial in Q3 2013 and has held it in 18 quarters since.
  • Dreman Value Management's Sumitomo Mitsui Financial position peaked at $7.9M in Q4 2013.
  • 230 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2018.

Based on Dreman Value Management's 13F filing for Q1 2018, filed 2 May 2018.