IFWM
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Institute for Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Institute for Wealth 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
2019
Q1 		– Sell
-17,535
Closed -$114K – 465
2018
Q4 		$114K Buy
+17,535
New +$131K 0.05% 256

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
CI
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institute for Wealth Management's SMFG Position: Q1 2019 in Review

Institute for Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2019, closing a stake of 17,535 shares — an estimated $114K sold.

Institute for Wealth Management first reported a position in SMFG in Q4 2018 and held it in 1 quarter. The position peaked at $114K in Q4 2018. 254 funds tracked by Wall St. Rank hold SMFG as of Q1 2019.

  • Institute for Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 17,535 Sumitomo Mitsui Financial shares in Q1 2019, an estimated $114K.
  • Institute for Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 1 quarter.
  • Institute for Wealth Management's Sumitomo Mitsui Financial position peaked at $114K in Q4 2018.
  • 254 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.