Glen Harbor Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Glen Harbor 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
2018 Q4	–	Sell	-64,208	Closed	-$516K	–	1334
2018 Q3	$516K	Hold	64,208	–	–	0.01%	715
2018 Q2	$499K	Hold	64,208	–	–	0.01%	648
2018 Q1	$546K	Hold	64,208	–	–	0.01%	605
2017 Q4	$558K	Hold	64,208	–	–	0.01%	609
2017 Q3	$495K	Hold	64,208	–	–	0.01%	600
2017 Q2	$505K	Hold	64,208	–	–	0.01%	594
2017 Q1	$466K	Hold	64,208	–	–	0.01%	574
2016 Q4	$491K	Buy	+64,208	New	+$466K	0.01%	502

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

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

Glen Harbor Capital Management's SMFG Position: Q4 2018 in Review

Glen Harbor Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2018, closing a stake of 64,208 shares — an estimated $516K sold.

Glen Harbor Capital Management first reported a position in SMFG in Q4 2016 and held it in 8 quarters. The position peaked at $558K in Q4 2017. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

Glen Harbor Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2018 after selling out during the quarter.
Glen Harbor Capital Management sold 64,208 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $516K.
Glen Harbor Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 8 quarters.
Glen Harbor Capital Management's Sumitomo Mitsui Financial position peaked at $558K in Q4 2017.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on Glen Harbor Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.