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Gryphon Financial Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Gryphon Financial Partners’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
Q3 		– Sell
-276
Closed -$2K – 712
2018
Q2 		$2K Hold
276
– – ﹤0.01% 861
2018
Q1 		$2K Hold
276
– – ﹤0.01% 877
2017
Q4 		$2K Buy
+276
New +$2.24K ﹤0.01% 929

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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Gryphon Financial Partners's SMFG Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 276 shares — an estimated $2K sold.

Gryphon Financial Partners first reported a position in SMFG in Q4 2017 and held it in 3 quarters. The position peaked at $2K in Q2 2018. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 276 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $2K.
  • Gryphon Financial Partners first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Sumitomo Mitsui Financial position peaked at $2K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.