Herndon Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-29,520
| Closed | -$242K | – | 217 |
|
|
2014
Q3 | $242K | Hold |
29,520
| – | – | ﹤0.01% | 145 |
|
|
2014
Q2 | $250K | Hold |
29,520
| – | – | ﹤0.01% | 144 |
|
|
2014
Q1 | $255K | Hold |
29,520
| – | – | ﹤0.01% | 140 |
|
|
2013
Q4 | $310K | Sell |
29,520
-13,004
| -31% | -$136K | ﹤0.01% | 152 |
|
|
2013
Q3 | $414K | Sell |
42,524
-4,540
| -10% | -$44.2K | 0.01% | 142 |
|
|
2013
Q2 | $434K | Buy |
+47,064
| New | +$434K | 0.01% | 139 |
|