Financial Counselors Inc’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Counselors Inc’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
2020 Q3	–	Sell	-18,980	Closed	-$107K	–	523
2020 Q2	$107K	Sell	18,980 -1,126	-6%	-$6.08K	﹤0.01%	505
2020 Q1	$96K	Sell	20,106 -52	-0.3%	-$335	﹤0.01%	461
2019 Q4	$149K	Hold	20,158	–	–	0.01%	532
2019 Q3	$138K	Sell	20,158 -9,538	-32%	-$65.2K	0.01%	525
2019 Q2	$210K	Sell	29,696 -303	-1%	-$2.15K	0.01%	482
2019 Q1	$211K	Sell	29,999 -2,136	-7%	-$15.3K	0.01%	481
2018 Q4	$209K	Hold	32,135	–	–	0.01%	424
2018 Q3	$258K	Hold	32,135	–	–	0.01%	432
2018 Q2	$250K	Sell	32,135 -69	-0.2%	-$573	0.01%	431
2018 Q1	$274K	Buy	32,204 +6,793	+27%	+$60.7K	0.01%	406
2017 Q4	$221K	Buy	+25,411	New	+$206K	0.01%	442

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Financial Counselors Inc's SMFG Position: Q3 2020 in Review

Financial Counselors Inc sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 18,980 shares — an estimated $107K sold.

Financial Counselors Inc first reported a position in SMFG in Q4 2017 and held it in 11 quarters. The position peaked at $274K in Q1 2018. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

Financial Counselors Inc reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
Financial Counselors Inc sold 18,980 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $107K.
Financial Counselors Inc first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 11 quarters.
Financial Counselors Inc's Sumitomo Mitsui Financial position peaked at $274K in Q1 2018.
201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Financial Counselors Inc's 13F filing for Q3 2020, filed 16 Nov 2020.