G
SMFG icon

GlobalBridge’s Sumitomo Mitsui Financial SMFG Stock Holding History

GlobalBridge’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
Q1 		$259K Buy
29,988
+2,840
+10% +$26.6K 0.12% 260
2013
Q4 		$285K Buy
+27,148
New +$270K 0.14% 235

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
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
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

GlobalBridge's SMFG Position: Q1 2014 in Review

GlobalBridge increased its Sumitomo Mitsui Financial (SMFG) stake by 10% in Q1 2014, buying an estimated $26.6K and bringing the position to 29,988 shares worth $259K. The position accounts for 0.12% of the portfolio, ranked #260.

GlobalBridge first reported a position in SMFG in Q4 2013 and has held it in 2 quarters since. The position peaked at $285K in Q4 2013. 162 funds tracked by Wall St. Rank hold SMFG as of Q1 2014.

  • GlobalBridge held 29,988 shares of Sumitomo Mitsui Financial worth $259K as of Q1 2014.
  • GlobalBridge bought 2,840 Sumitomo Mitsui Financial shares in Q1 2014, an estimated $26.6K.
  • Sumitomo Mitsui Financial made up 0.12% of GlobalBridge's portfolio in Q1 2014, its #260 holding.
  • GlobalBridge first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 2 quarters since.
  • GlobalBridge's Sumitomo Mitsui Financial position peaked at $285K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.