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First Personal Financial Services’s Sumitomo Mitsui Financial 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

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Lazard Asset Management
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LP
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CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return