Israel Discount Bank of New York’s Sumitomo Mitsui Financial SMFG Stock Holding History

Israel Discount Bank of New York’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 Q2	–	Sell	-6,930	Closed	-$49K	–	314
2019 Q1	$49K	Hold	6,930	–	–	0.03%	209
2018 Q4	$45K	Sell	6,930 -3,500	-34%	-$26.1K	0.03%	209
2018 Q3	$84K	Sell	10,430 -670	-6%	-$5.29K	0.05%	133
2018 Q2	$86K	Sell	11,100 -300	-3%	-$2.49K	0.06%	152
2018 Q1	$97K	Hold	11,400	–	–	0.06%	129
2017 Q4	$99K	Buy	11,400 +10,000	+714%	+$81K	0.07%	127
2017 Q3	$11K	Buy	1,400 +450	+47%	+$3.43K	0.01%	387
2017 Q2	$7K	Buy	+950	New	+$7.06K	0.01%	402

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

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

Israel Discount Bank of New York's SMFG Position: Q2 2019 in Review

Israel Discount Bank of New York sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 6,930 shares — an estimated $49K sold.

Israel Discount Bank of New York first reported a position in SMFG in Q2 2017 and held it in 8 quarters. The position peaked at $99K in Q4 2017. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

Israel Discount Bank of New York reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 6,930 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $49K.
Israel Discount Bank of New York first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 8 quarters.
Israel Discount Bank of New York's Sumitomo Mitsui Financial position peaked at $99K in Q4 2017.
258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Israel Discount Bank of New York's 13F filing for Q2 2019, filed 14 Aug 2019.