First City Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

First City 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
2014 Q4	–	Sell	-115	Closed	-$943	–	644
2014 Q3	$943	Hold	115	–	–	﹤0.01%	582
2014 Q2	$974	Hold	115	–	–	﹤0.01%	601
2014 Q1	$995	Buy	+115	New	+$1.08K	﹤0.01%	593

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

First City Capital Management's SMFG Position: Q4 2014 in Review

First City Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2014, closing a stake of 115 shares — an estimated $943 sold.

First City Capital Management first reported a position in SMFG in Q1 2014 and held it in 3 quarters. The position peaked at $995 in Q1 2014. 153 funds tracked by Wall St. Rank hold SMFG as of Q4 2014.

First City Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2014 after selling out during the quarter.
First City Capital Management sold 115 Sumitomo Mitsui Financial shares in Q4 2014, an estimated $943.
First City Capital Management first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 3 quarters.
First City Capital Management's Sumitomo Mitsui Financial position peaked at $995 in Q1 2014.
153 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2014.

Based on First City Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.