IR
SMFG icon

Invictus RG’s Sumitomo Mitsui Financial SMFG Stock Holding History

Invictus RG’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
2016
Q2 		– Sell
-1,195
Closed -$7K – 716
2016
Q1 		$7K Sell
1,195
-96
-7% -$599 0.01% 520
2015
Q4 		$10K Buy
+1,291
New +$10.2K 0.01% 524

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

Invictus RG's SMFG Position: Q2 2016 in Review

Invictus RG sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2016, closing a stake of 1,195 shares — an estimated $7K sold.

Invictus RG first reported a position in SMFG in Q4 2015 and held it in 2 quarters. The position peaked at $10K in Q4 2015. 170 funds tracked by Wall St. Rank hold SMFG as of Q2 2016.

  • Invictus RG reported no remaining Sumitomo Mitsui Financial position as of Q2 2016 after selling out during the quarter.
  • Invictus RG sold 1,195 Sumitomo Mitsui Financial shares in Q2 2016, an estimated $7K.
  • Invictus RG first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 2 quarters.
  • Invictus RG's Sumitomo Mitsui Financial position peaked at $10K in Q4 2015.
  • 170 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2016.

Based on Invictus RG's 13F filing for Q2 2016, filed 15 Aug 2016.