JOYN Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

JOYN 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 Q2	–	Sell	-467	Closed	-$4K	–	1854
2018 Q1	$4K	Buy	+467	New	+$4.17K	﹤0.01%	921

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

JOYN Advisors's SMFG Position: Q2 2018 in Review

JOYN Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 467 shares — an estimated $4K sold.

JOYN Advisors first reported a position in SMFG in Q1 2018 and held it in 1 quarter. The position peaked at $4K in Q1 2018. 231 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

JOYN Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
JOYN Advisors sold 467 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $4K.
JOYN Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2018 and held it in 1 quarter.
JOYN Advisors's Sumitomo Mitsui Financial position peaked at $4K in Q1 2018.
231 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.