IWA
SMFG icon

Intercontinental Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Intercontinental Wealth Advisors’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
2018
Q1 		– Sell
-16,464
Closed -$143K – 147
2017
Q4 		$143K Hold
16,464
– – 0.08% 144
2017
Q3 		$127K Sell
16,464
-2,985
-15% -$22.8K 0.08% 133
2017
Q2 		$153K Sell
19,449
-1,181
-6% -$8.77K 0.1% 125
2017
Q1 		$150K Sell
20,630
-25,959
-56% -$202K 0.09% 149
2016
Q4 		$356K Sell
46,589
-498
-1% -$3.62K 0.23% 85
2016
Q3 		$318K Sell
47,087
-4,471
-9% -$29K 0.23% 88
2016
Q2 		$295K Sell
51,558
-2,029
-4% -$12.4K 0.22% 94
2016
Q1 		$322K Sell
53,587
-5,383
-9% -$33.6K 0.24% 92
2015
Q4 		$448K Buy
+58,970
New +$464K 0.31% 71

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Intercontinental Wealth Advisors's SMFG Position: Q1 2018 in Review

Intercontinental Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2018, closing a stake of 16,464 shares — an estimated $143K sold.

Intercontinental Wealth Advisors first reported a position in SMFG in Q4 2015 and held it in 9 quarters. The position peaked at $448K in Q4 2015. 229 funds tracked by Wall St. Rank hold SMFG as of Q1 2018.

  • Intercontinental Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2018 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 16,464 Sumitomo Mitsui Financial shares in Q1 2018, an estimated $143K.
  • Intercontinental Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 9 quarters.
  • Intercontinental Wealth Advisors's Sumitomo Mitsui Financial position peaked at $448K in Q4 2015.
  • 229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2018.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2018, filed 2 May 2018.