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Evercore Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Evercore Wealth 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
2013
Q4 		– Sell
-1,247
Closed -$12K – 973
2013
Q3 		$12K Buy
+1,247
New +$11.8K ﹤0.01% 739

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Evercore Wealth Management's SMFG Position: Q4 2013 in Review

Evercore Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2013, closing a stake of 1,247 shares — an estimated $12K sold.

Evercore Wealth Management first reported a position in SMFG in Q3 2013 and held it in 1 quarter. The position peaked at $12K in Q3 2013. 158 funds tracked by Wall St. Rank hold SMFG as of Q4 2013.

  • Evercore Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 1,247 Sumitomo Mitsui Financial shares in Q4 2013, an estimated $12K.
  • Evercore Wealth Management first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Sumitomo Mitsui Financial position peaked at $12K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.