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Howe & Rusling’s Sumitomo Mitsui Financial SMFG Stock Holding History

Howe & Rusling’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
Q2 		– Sell
-4,438
Closed -$31K – 878
2019
Q1 		$31K Hold
4,438
– – 0.01% 331
2018
Q4 		$29K Hold
4,438
– – 0.01% 304
2018
Q3 		$36K Sell
4,438
-2,480
-36% -$19.6K 0.01% 313
2018
Q2 		$54K Hold
6,918
– – 0.01% 253
2018
Q1 		$59K Hold
6,918
– – 0.01% 260
2017
Q4 		$60K Hold
6,918
– – 0.01% 281
2017
Q3 		$53K Hold
6,918
– – 0.01% 299
2017
Q2 		$54K Buy
6,918
+2,480
+56% +$18.4K 0.01% 262
2017
Q1 		$32K Sell
4,438
-187
-4% -$1.45K 0.01% 313
2016
Q4 		$35K Hold
4,625
– – 0.01% 304
2016
Q3 		$31K Sell
4,625
-221
-5% -$1.43K 0.01% 312
2016
Q2 		$28K Hold
4,846
– – 0.01% 296
2016
Q1 		$29K Sell
4,846
-2,334
-33% -$14.6K 0.01% 346
2015
Q4 		$54K Buy
7,180
+2,139
+42% +$16.8K 0.01% 261
2015
Q3 		$38K Hold
5,041
– – 0.01% 305
2015
Q2 		$45K Hold
5,041
– – 0.01% 312
2015
Q1 		$39K Hold
5,041
– – 0.01% 312
2014
Q4 		$37K Hold
5,041
– – 0.01% 313
2014
Q3 		$41K Hold
5,041
– – 0.01% 306
2014
Q2 		$43K Sell
5,041
-1,072
-18% -$8.83K 0.01% 316
2014
Q1 		$53K Buy
6,113
+1,072
+21% +$10K 0.01% 315
2013
Q4 		$53K Sell
5,041
-1,072
-18% -$10.7K 0.01% 292
2013
Q3 		$61K Buy
6,113
+76
+1% +$721 0.02% 286
2013
Q2 		$56K Buy
+6,037
New +$53.9K 0.02% 313

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Howe & Rusling's SMFG Position: Q2 2019 in Review

Howe & Rusling sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 4,438 shares — an estimated $31K sold.

Howe & Rusling first reported a position in SMFG in Q2 2013 and held it in 24 quarters. The position peaked at $61K in Q3 2013. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Howe & Rusling reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
  • Howe & Rusling sold 4,438 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $31K.
  • Howe & Rusling first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 24 quarters.
  • Howe & Rusling's Sumitomo Mitsui Financial position peaked at $61K in Q3 2013.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Howe & Rusling's 13F filing for Q2 2019, filed 12 Aug 2019.