Hexavest’s Sumitomo Mitsui Financial SMFG Stock Holding History

Hexavest’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
2019 Q4	–	Sell	-3,095	Closed	-$21K	–	474
2019 Q3	$21K	Hold	3,095	–	–	﹤0.01%	391
2019 Q2	$22K	Hold	3,095	–	–	﹤0.01%	395
2019 Q1	$22K	Hold	3,095	–	–	﹤0.01%	361
2018 Q4	$20K	Hold	3,095	–	–	﹤0.01%	336
2018 Q3	$25K	Hold	3,095	–	–	﹤0.01%	374
2018 Q2	$24K	Hold	3,095	–	–	﹤0.01%	382
2018 Q1	$26K	Hold	3,095	–	–	﹤0.01%	416
2017 Q4	$27K	Hold	3,095	–	–	﹤0.01%	430
2017 Q3	$24K	Hold	3,095	–	–	﹤0.01%	435
2017 Q2	$24K	Hold	3,095	–	–	﹤0.01%	428
2017 Q1	$22K	Hold	3,095	–	–	﹤0.01%	434
2016 Q4	$24K	Hold	3,095	–	–	﹤0.01%	422
2016 Q3	$21K	Hold	3,095	–	–	﹤0.01%	439
2016 Q2	$18K	Hold	3,095	–	–	﹤0.01%	455
2016 Q1	$19K	Hold	3,095	–	–	﹤0.01%	445
2015 Q4	$23K	Hold	3,095	–	–	﹤0.01%	425
2015 Q3	$24K	Hold	3,095	–	–	﹤0.01%	418
2015 Q2	$28K	Hold	3,095	–	–	﹤0.01%	420
2015 Q1	$24K	Hold	3,095	–	–	﹤0.01%	414
2014 Q4	$23K	Hold	3,095	–	–	﹤0.01%	405
2014 Q3	$25K	Hold	3,095	–	–	﹤0.01%	409
2014 Q2	$26K	Hold	3,095	–	–	﹤0.01%	401
2014 Q1	$27K	Hold	3,095	–	–	﹤0.01%	394
2013 Q4	$32K	Hold	3,095	–	–	﹤0.01%	328
2013 Q3	$30K	Hold	3,095	–	–	﹤0.01%	340
2013 Q2	$29K	Buy	+3,095	New	+$27.6K	﹤0.01%	339

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

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

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

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

PPA

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

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

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

Hexavest's SMFG Position: Q4 2019 in Review

Hexavest sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2019, closing a stake of 3,095 shares — an estimated $21K sold.

Hexavest first reported a position in SMFG in Q2 2013 and held it in 26 quarters. The position peaked at $32K in Q4 2013. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

Hexavest reported no remaining Sumitomo Mitsui Financial position as of Q4 2019 after selling out during the quarter.
Hexavest sold 3,095 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $21K.
Hexavest first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 26 quarters.
Hexavest's Sumitomo Mitsui Financial position peaked at $32K in Q4 2013.
241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on Hexavest's 13F filing for Q4 2019, filed 9 Jan 2020.