I
SMFG icon

IberiaBank’s Sumitomo Mitsui Financial SMFG Stock Holding History

IberiaBank’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
Q3 		– Sell
-14,826
Closed -$105K – 243
2019
Q2 		$105K Sell
14,826
-16,911
-53% -$120K 0.01% 248
2019
Q1 		$223K Buy
31,737
+10,594
+50% +$75.8K 0.03% 230
2018
Q4 		$138K Buy
+21,143
New +$158K 0.02% 246
2016
Q1 		– Sell
-10,696
Closed -$81K – 173
2015
Q4 		$81K Buy
+10,696
New +$84.2K 0.04% 162

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IberiaBank's SMFG Position: Q3 2019 in Review

IberiaBank sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 14,826 shares — an estimated $105K sold.

IberiaBank first reported a position in SMFG in Q4 2015 and held it in 4 quarters. The position peaked at $223K in Q1 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • IberiaBank reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • IberiaBank sold 14,826 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $105K.
  • IberiaBank first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 4 quarters.
  • IberiaBank's Sumitomo Mitsui Financial position peaked at $223K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on IberiaBank's 13F filing for Q3 2019, filed 25 Oct 2019.