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Gupta Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Gupta Wealth 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
2016
Q1 		$14K Buy
+2,333
New +$14.5K ﹤0.01% 784
2015
Q4 		– Sell
-1,971
Closed -$15K – 1348
2015
Q3 		$15K Buy
+1,971
New +$16.6K ﹤0.01% 791
2015
Q2 		– Sell
-307
Closed -$2K – 1317
2015
Q1 		$2K Buy
+307
New +$2.3K ﹤0.01% 1030

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Gupta Wealth Management's SMFG Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2016: 2,333 shares worth $14K. The stake represents ﹤0.01% of the portfolio and ranks #784 among its holdings. This is a return to the name: Gupta Wealth Management previously reported a position in SMFG as recently as Q3 2015.

Gupta Wealth Management first reported a position in SMFG in Q1 2015 and has held it in 3 quarters since. The position peaked at $15K in Q3 2015. 178 funds tracked by Wall St. Rank hold SMFG as of Q1 2016.

  • Gupta Wealth Management held 2,333 shares of Sumitomo Mitsui Financial worth $14K as of Q1 2016.
  • Sumitomo Mitsui Financial was a new Gupta Wealth Management position in Q1 2016.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #784 holding.
  • Gupta Wealth Management first reported a position in Sumitomo Mitsui Financial in Q1 2015 and has held it in 3 quarters since.
  • Gupta Wealth Management's Sumitomo Mitsui Financial position peaked at $15K in Q3 2015.
  • 178 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.