Harding Loevner’s Sumitomo Mitsui Financial SMFG Stock Holding History

Harding Loevner’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
2015 Q4	–	Sell	-198	Closed	-$2K	–	121
2015 Q3	$2K	Buy	+198	New	+$1.66K	﹤0.01%	86

Other funds holding SMFG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Harding Loevner's SMFG Position: Q4 2015 in Review

Harding Loevner sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2015, closing a stake of 198 shares — an estimated $2K sold.

Harding Loevner first reported a position in SMFG in Q3 2015 and held it in 1 quarter. The position peaked at $2K in Q3 2015. 198 funds tracked by Wall St. Rank hold SMFG as of Q4 2015.

Harding Loevner reported no remaining Sumitomo Mitsui Financial position as of Q4 2015 after selling out during the quarter.
Harding Loevner sold 198 Sumitomo Mitsui Financial shares in Q4 2015, an estimated $2K.
Harding Loevner first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 1 quarter.
Harding Loevner's Sumitomo Mitsui Financial position peaked at $2K in Q3 2015.
198 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2015.

Based on Harding Loevner's 13F filing for Q4 2015, filed 26 Jan 2016.