First Personal Financial Services’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

First Personal Financial Services’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
2019 Q3	–	Sell	-1,689	Closed	-$12K	–	726
2019 Q2	$12K	Hold	1,689	–	–	﹤0.01%	482
2019 Q1	$12K	Hold	1,689	–	–	﹤0.01%	474
2018 Q4	$11K	Hold	1,689	–	–	﹤0.01%	459
2018 Q3	$14K	Sell	1,689 -1,534	-48%	-$12.1K	﹤0.01%	457
2018 Q2	$25K	Hold	3,223	–	–	0.01%	367
2018 Q1	$27K	Sell	3,223 -1	-0%	-$9	0.01%	572
2017 Q4	$28K	Buy	+3,224	New	+$26.1K	0.01%	587
2015 Q4	–	Sell	-578	Closed	-$5K	–	481
2015 Q3	$5K	Hold	578	–	–	﹤0.01%	328
2015 Q2	$6K	Hold	578	–	–	﹤0.01%	308
2015 Q1	$5K	Hold	578	–	–	﹤0.01%	329
2014 Q4	$4K	Buy	+578	New	+$4.39K	﹤0.01%	314

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CAC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PPA

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Personal Financial Services's SMFG Position: Q3 2019 in Review

First Personal Financial Services sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2019, closing a stake of 1,689 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in SMFG in Q4 2014 and held it in 11 quarters. The position peaked at $28K in Q4 2017. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

First Personal Financial Services reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 1,689 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2019, an estimated $12K.
First Personal Financial Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2014 and held it in 11 quarters.
First Personal Financial Services's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $28K in Q4 2017.
223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.