High Pointe Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

High Pointe Capital Management’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
2017 Q3	–	Sell	-29,380	Closed	-$231K	–	90
2017 Q2	$231K	Buy	29,380 +1,520	+5%	+$11.3K	0.36%	77
2017 Q1	$202K	Hold	27,860	–	–	0.32%	76
2016 Q4	$213K	Sell	27,860 -1,190	-4%	-$8.64K	0.35%	67
2016 Q3	$196K	Hold	29,050	–	–	0.35%	68
2016 Q2	$166K	Hold	29,050	–	–	0.25%	73
2016 Q1	$175K	Hold	29,050	–	–	0.25%	69
2015 Q4	$220K	Hold	29,050	–	–	0.11%	153
2015 Q3	$222K	Hold	29,050	–	–	0.1%	163
2015 Q2	$258K	Buy	29,050 +15,350	+112%	+$133K	0.09%	164
2015 Q1	$106K	Buy	+13,700	New	+$102K	0.04%	161

Other funds holding SMFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

PPA

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

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

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

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

High Pointe Capital Management's SMFG Position: Q3 2017 in Review

High Pointe Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2017, closing a stake of 29,380 shares — an estimated $231K sold.

High Pointe Capital Management first reported a position in SMFG in Q1 2015 and held it in 10 quarters. The position peaked at $258K in Q2 2015. 195 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

High Pointe Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2017 after selling out during the quarter.
High Pointe Capital Management sold 29,380 Sumitomo Mitsui Financial shares in Q3 2017, an estimated $231K.
High Pointe Capital Management first reported a position in Sumitomo Mitsui Financial in Q1 2015 and held it in 10 quarters.
High Pointe Capital Management's Sumitomo Mitsui Financial position peaked at $258K in Q2 2015.
195 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on High Pointe Capital Management's 13F filing for Q3 2017, filed 3 Nov 2017.