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Enterprise Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Enterprise Bank & Trust’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 		– Sell
-25,666
Closed -$180K – 103
2019
Q1 		$180K Buy
+25,666
New +$184K 0.07% 103

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

Enterprise Bank & Trust's SMFG Position: Q2 2019 in Review

Enterprise Bank & Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 25,666 shares — an estimated $180K sold.

Enterprise Bank & Trust first reported a position in SMFG in Q1 2019 and held it in 1 quarter. The position peaked at $180K in Q1 2019. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Enterprise Bank & Trust reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
  • Enterprise Bank & Trust sold 25,666 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $180K.
  • Enterprise Bank & Trust first reported a position in Sumitomo Mitsui Financial in Q1 2019 and held it in 1 quarter.
  • Enterprise Bank & Trust's Sumitomo Mitsui Financial position peaked at $180K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Enterprise Bank & Trust's 13F filing for Q2 2019, filed 12 Jul 2019.