Heritage Wealth Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Heritage Wealth Advisors’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
2020 Q1	–	Sell	-326	Closed	-$2.42K	–	566
2019 Q4	$2.42K	Buy	+326	New	+$2.35K	﹤0.01%	523

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

PPA

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Heritage Wealth Advisors's SMFG Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2020, closing a stake of 326 shares — an estimated $2.42K sold.

Heritage Wealth Advisors first reported a position in SMFG in Q4 2019 and held it in 1 quarter. The position peaked at $2.42K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

Heritage Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2020 after selling out during the quarter.
Heritage Wealth Advisors sold 326 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2020, an estimated $2.42K.
Heritage Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and held it in 1 quarter.
Heritage Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.42K in Q4 2019.
219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.