Ferguson Wellman Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ferguson Wellman Capital Management’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-40,232	Closed	-$248K	–	388
2020 Q4	$248K	Sell	40,232 -958,310	-96%	-$5.91M	0.01%	335
2020 Q3	$5.58M	Buy	998,542 +52,976	+6%	+$296K	0.15%	116
2020 Q2	$5.31M	Buy	945,566 +39,438	+4%	+$222K	0.16%	112
2020 Q1	$4.34M	Buy	906,128 +74,547	+9%	+$357K	0.16%	115
2019 Q4	$6.16M	Buy	831,581 +44,164	+6%	+$327K	0.18%	113
2019 Q3	$5.39M	Buy	787,417 +21,292	+3%	+$146K	0.17%	110
2019 Q2	$5.41M	Buy	766,125 +58,468	+8%	+$413K	0.18%	107
2019 Q1	$4.98M	Buy	707,657 +93,130	+15%	+$655K	0.17%	111
2018 Q4	$4M	Sell	614,527 -230,010	-27%	-$1.5M	0.15%	125
2018 Q3	$6.78M	Buy	844,537 +48,287	+6%	+$388K	0.22%	107
2018 Q2	$6.19M	Sell	796,250 -11,470	-1%	-$89.1K	0.22%	111
2018 Q1	$6.87M	Buy	807,720 +772,071	+2,166%	+$6.56M	0.24%	111
2017 Q4	$310K	Hold	35,649	–	–	0.01%	292
2017 Q3	$275K	Hold	35,649	–	–	0.01%	290
2017 Q2	$280K	Sell	35,649 -2,090	-6%	-$16.4K	0.01%	290
2017 Q1	$274K	Sell	37,739 -1,500	-4%	-$10.9K	0.01%	289
2016 Q4	$300K	Hold	39,239	–	–	0.01%	281
2016 Q3	$265K	Sell	39,239 -1,313	-3%	-$8.87K	0.01%	275
2016 Q2	$232K	Hold	40,552	–	–	0.01%	289
2016 Q1	$244K	Sell	40,552 -605	-1%	-$3.64K	0.01%	280
2015 Q4	$312K	Sell	41,157 -3,150	-7%	-$23.9K	0.01%	269
2015 Q3	$338K	Sell	44,307 -1,240	-3%	-$9.46K	0.02%	261
2015 Q2	$405K	Hold	45,547	–	–	0.02%	253
2015 Q1	$353K	Sell	45,547 -14,495	-24%	-$112K	0.01%	265
2014 Q4	$437K	Sell	60,042 -9,800	-14%	-$71.3K	0.02%	252
2014 Q3	$573K	Sell	69,842 -13,140	-16%	-$108K	0.02%	218
2014 Q2	$703K	Sell	82,982 -26,198	-24%	-$222K	0.03%	208
2014 Q1	$944K	Sell	109,180 -745,107	-87%	-$6.44M	0.04%	195
2013 Q4	$8.96M	Buy	854,287 +14,205	+2%	+$149K	0.4%	73
2013 Q3	$8.17M	Buy	+840,082	New	+$8.17M	0.41%	73