Foyston, Gordon, & Payne’s Sumitomo Mitsui Financial SMFG Stock Holding History

Foyston, Gordon, & Payne’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
2016 Q4	–	Sell	-473,088	Closed	-$3.19M	–	77
2016 Q3	$3.19M	Sell	473,088 -21,219	-4%	-$138K	0.62%	49
2016 Q2	$2.83M	Buy	494,307 +13,376	+3%	+$81.7K	0.52%	48
2016 Q1	$2.89M	Buy	480,931 +6,874	+1%	+$42.9K	0.54%	44
2015 Q4	$3.6M	Buy	474,057 +441,996	+1,379%	+$3.48M	0.68%	43
2015 Q3	$3.69M	Sell	32,061 -456,505	-93%	-$3.84M	0.69%	45
2015 Q2	$4.34M	Sell	488,566 -13,468	-3%	-$117K	0.65%	43
2015 Q1	$3.89M	Sell	502,034 -1,167	-0.2%	-$8.73K	0.57%	46
2014 Q4	$3.66M	Buy	503,201 +39,338	+8%	+$299K	0.52%	53
2014 Q3	$3.8M	Buy	+463,863	New	+$3.8M	0.55%	53

Other funds holding SMFG

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

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Foyston, Gordon, & Payne's SMFG Position: Q4 2016 in Review

Foyston, Gordon, & Payne sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2016, closing a stake of 473,088 shares — an estimated $3.19M sold.

Foyston, Gordon, & Payne first reported a position in SMFG in Q3 2014 and held it in 9 quarters. The position peaked at $4.34M in Q2 2015. 181 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

Foyston, Gordon, & Payne reported no remaining Sumitomo Mitsui Financial position as of Q4 2016 after selling out during the quarter.
Foyston, Gordon, & Payne sold 473,088 Sumitomo Mitsui Financial shares in Q4 2016, an estimated $3.19M.
Foyston, Gordon, & Payne first reported a position in Sumitomo Mitsui Financial in Q3 2014 and held it in 9 quarters.
Foyston, Gordon, & Payne's Sumitomo Mitsui Financial position peaked at $4.34M in Q2 2015.
181 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2016.

Based on Foyston, Gordon, & Payne's 13F filing for Q4 2016, filed 13 Feb 2017.