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First Capital Advisors Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

First Capital Advisors Group’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
2018
Q2 		– Sell
-2,194
Closed -$19K – 669
2018
Q1 		$19K Buy
+2,194
New +$19.6K 0.01% 444

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

First Capital Advisors Group's SMFG Position: Q2 2018 in Review

First Capital Advisors Group sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 2,194 shares — an estimated $19K sold.

First Capital Advisors Group first reported a position in SMFG in Q1 2018 and held it in 1 quarter. The position peaked at $19K in Q1 2018. 231 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

  • First Capital Advisors Group reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
  • First Capital Advisors Group sold 2,194 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $19K.
  • First Capital Advisors Group first reported a position in Sumitomo Mitsui Financial in Q1 2018 and held it in 1 quarter.
  • First Capital Advisors Group's Sumitomo Mitsui Financial position peaked at $19K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on First Capital Advisors Group's 13F filing for Q2 2018, filed 30 Jul 2018.