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

FineMark National 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
2015 Q4	–	Sell	-271	Closed	-$2K	–	1461
2015 Q3	$2K	Hold	271	–	–	﹤0.01%	1291
2015 Q2	$2K	Buy	271 +175	+182%	+$1.52K	﹤0.01%	1277
2015 Q1	$1K	Hold	96	–	–	﹤0.01%	1350
2014 Q4	$1K	Hold	96	–	–	﹤0.01%	1362
2014 Q3	$1K	Hold	96	–	–	﹤0.01%	1338
2014 Q2	$1K	Hold	96	–	–	﹤0.01%	1352
2014 Q1	$1K	Hold	96	–	–	﹤0.01%	1368
2013 Q4	$1K	Hold	96	–	–	﹤0.01%	1432
2013 Q3	$1K	Hold	96	–	–	﹤0.01%	1388
2013 Q2	$1K	Buy	+96	New	+$857	﹤0.01%	1345

Other funds holding SMFG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

PPA

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

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

FineMark National Bank & Trust's SMFG Position: Q4 2015 in Review

FineMark National Bank & Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2015, closing a stake of 271 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in SMFG in Q2 2013 and held it in 10 quarters. The position peaked at $2K in Q3 2015. 197 funds tracked by Wall St. Rank hold SMFG as of Q4 2015.

FineMark National Bank & Trust reported no remaining Sumitomo Mitsui Financial position as of Q4 2015 after selling out during the quarter.
FineMark National Bank & Trust sold 271 Sumitomo Mitsui Financial shares in Q4 2015, an estimated $2K.
FineMark National Bank & Trust first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 10 quarters.
FineMark National Bank & Trust's Sumitomo Mitsui Financial position peaked at $2K in Q3 2015.
197 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2015.

Based on FineMark National Bank & Trust's 13F filing for Q4 2015, filed 9 Feb 2016.