Jefferies Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Jefferies Group’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
2017 Q2	–	Sell	-1,225,575	Closed	-$8.88M	–	2536
2017 Q1	$8.88M	Sell	1,225,575 -200,000	-14%	-$1.55M	0.07%	299
2016 Q4	$10.9M	Sell	1,425,575 -1,345,890	-49%	-$9.77M	0.06%	319
2016 Q3	$18.7M	Sell	2,771,465 -800,000	-22%	-$5.19M	0.1%	163
2016 Q2	$20.4M	Sell	3,571,465 -150,000	-4%	-$917K	0.09%	123
2016 Q1	$22.4M	Buy	3,721,465 +1,634,465	+78%	+$10.2M	0.13%	107
2015 Q4	$15.8M	Sell	2,087,000 -465,000	-18%	-$3.66M	0.09%	174
2015 Q3	$19.5M	Sell	2,552,000 -718,000	-22%	-$6.03M	0.11%	142
2015 Q2	$29.1M	Buy	+3,270,000	New	+$28.4M	0.15%	120

Other funds holding SMFG

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jefferies Group's SMFG Position: Q2 2017 in Review

Jefferies Group sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2017, closing a stake of 1,225,575 shares — an estimated $8.88M sold.

Jefferies Group first reported a position in SMFG in Q2 2015 and held it in 8 quarters. The position peaked at $29.1M in Q2 2015. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

Jefferies Group reported no remaining Sumitomo Mitsui Financial position as of Q2 2017 after selling out during the quarter.
Jefferies Group sold 1,225,575 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $8.88M.
Jefferies Group first reported a position in Sumitomo Mitsui Financial in Q2 2015 and held it in 8 quarters.
Jefferies Group's Sumitomo Mitsui Financial position peaked at $29.1M in Q2 2015.
193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Jefferies Group's 13F filing for Q2 2017, filed 14 Aug 2017.