Integrated Investment Consultants’s Sumitomo Mitsui Financial SMFG Stock Holding History

Integrated Investment Consultants’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	-14,105	Closed	-$100K	–	172
2019 Q2	$100K	Hold	14,105	–	–	0.05%	151
2019 Q1	$99K	Sell	14,105 -5,234	-27%	-$37.4K	0.05%	146
2018 Q4	$126K	Buy	19,339 +4,487	+30%	+$33.5K	0.07%	155
2018 Q3	$119K	Sell	14,852 -5,630	-27%	-$44.5K	0.06%	178
2018 Q2	$159K	Sell	20,482 -536	-3%	-$4.45K	0.08%	158
2018 Q1	$179K	Buy	+21,018	New	+$188K	0.07%	204
2017 Q3	$158K	Hold	20,482	–	–	0.07%	201
2017 Q2	$161K	Buy	+20,482	New	+$152K	0.07%	193
2016 Q1	–	Sell	-17,814	Closed	-$121K	–	593
2015 Q4	$121K	Buy	+17,814	New	+$140K	0.1%	109

Other funds holding SMFG

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

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

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 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 Chicago, Illinois $757B AUM 28.64% 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Integrated Investment Consultants's SMFG Position: Q3 2019 in Review

Integrated Investment Consultants sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 14,105 shares — an estimated $100K sold.

Integrated Investment Consultants first reported a position in SMFG in Q4 2015 and held it in 9 quarters. The position peaked at $179K in Q1 2018. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

Integrated Investment Consultants reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
Integrated Investment Consultants sold 14,105 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $100K.
Integrated Investment Consultants first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 9 quarters.
Integrated Investment Consultants's Sumitomo Mitsui Financial position peaked at $179K in Q1 2018.
223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Integrated Investment Consultants's 13F filing for Q3 2019, filed 21 Oct 2019.