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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return