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Exchange Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Exchange Capital 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
2015
Q1 		– Sell
-232
Closed -$2K – 279
2014
Q4 		$2K Buy
+232
New +$1.76K ﹤0.01% 297

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Exchange Capital Management's SMFG Position: Q1 2015 in Review

Exchange Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2015, closing a stake of 232 shares — an estimated $2K sold.

Exchange Capital Management first reported a position in SMFG in Q4 2014 and held it in 1 quarter. The position peaked at $2K in Q4 2014. 167 funds tracked by Wall St. Rank hold SMFG as of Q1 2015.

  • Exchange Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2015 after selling out during the quarter.
  • Exchange Capital Management sold 232 Sumitomo Mitsui Financial shares in Q1 2015, an estimated $2K.
  • Exchange Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 1 quarter.
  • Exchange Capital Management's Sumitomo Mitsui Financial position peaked at $2K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2015.

Based on Exchange Capital Management's 13F filing for Q1 2015, filed 17 Apr 2015.