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Hanseatic Management Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Hanseatic Management Services’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
Q2 		– Sell
-478
Closed -$4K – 460
2018
Q1 		$4K Hold
478
– – ﹤0.01% 290
2017
Q4 		$4K Hold
478
– – ﹤0.01% 282
2017
Q3 		$4K Hold
478
– – ﹤0.01% 280
2017
Q2 		$4K Hold
478
– – ﹤0.01% 273
2017
Q1 		$3K Buy
+478
New +$3.71K ﹤0.01% 288

Other funds holding SMFG

Fisher Asset Management
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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

Hanseatic Management Services's SMFG Position: Q2 2018 in Review

Hanseatic Management Services sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 478 shares — an estimated $4K sold.

Hanseatic Management Services first reported a position in SMFG in Q1 2017 and held it in 5 quarters. The position peaked at $4K in Q1 2018. 231 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

  • Hanseatic Management Services reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
  • Hanseatic Management Services sold 478 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $4K.
  • Hanseatic Management Services first reported a position in Sumitomo Mitsui Financial in Q1 2017 and held it in 5 quarters.
  • Hanseatic Management Services's Sumitomo Mitsui Financial position peaked at $4K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on Hanseatic Management Services's 13F filing for Q2 2018, filed 14 Aug 2018.