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Highland Capital Management (Texas)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Highland Capital Management (Texas)’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
2014
Q3 		– Sell
-20,700
Closed -$1.01M – 270
2014
Q2 		$1.01M Hold
20,700
– – 0.04% 162
2014
Q1 		$989K Buy
+20,700
New +$194K 0.04% 159

Other funds holding SMFG

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Highland Capital Management (Texas)'s SMFG Position: Q3 2014 in Review

Highland Capital Management (Texas) sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2014, closing a stake of 20,700 shares — an estimated $1.01M sold.

Highland Capital Management (Texas) first reported a position in SMFG in Q1 2014 and held it in 2 quarters. The position peaked at $1.01M in Q2 2014. 162 funds tracked by Wall St. Rank hold SMFG as of Q3 2014.

  • Highland Capital Management (Texas) reported no remaining Sumitomo Mitsui Financial position as of Q3 2014 after selling out during the quarter.
  • Highland Capital Management (Texas) sold 20,700 Sumitomo Mitsui Financial shares in Q3 2014, an estimated $1.01M.
  • Highland Capital Management (Texas) first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 2 quarters.
  • Highland Capital Management (Texas)'s Sumitomo Mitsui Financial position peaked at $1.01M in Q2 2014.
  • 162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2014.

Based on Highland Capital Management (Texas)'s 13F filing for Q3 2014, filed 14 Nov 2014.