Kanaly Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kanaly Trust’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 Q4	$103K	Sell	13,485 -827	-6%	-$6.01K	0.02%	203
2016 Q3	$97K	Sell	14,312 -2,960	-17%	-$19.2K	0.02%	209
2016 Q2	$99K	Buy	17,272 +5,974	+53%	+$36.5K	0.02%	206
2016 Q1	$68K	Sell	11,298 -893	-7%	-$5.57K	0.01%	249
2015 Q4	$93K	Buy	12,191 +993	+9%	+$7.82K	0.02%	217
2015 Q3	$85K	Sell	11,198 -584	-5%	-$4.91K	0.02%	218
2015 Q2	$105K	Buy	11,782 +6,241	+113%	+$54.2K	0.02%	210
2015 Q1	$43K	Buy	5,541 +2,456	+80%	+$18.4K	0.01%	298
2014 Q4	$22K	Buy	3,085 +282	+10%	+$2.14K	﹤0.01%	373
2014 Q3	$23K	Buy	2,803 +392	+16%	+$3.21K	﹤0.01%	376
2014 Q2	$20K	Buy	2,411 +532	+28%	+$4.38K	﹤0.01%	403
2014 Q1	$16K	Buy	1,879 +1,430	+318%	+$13.4K	﹤0.01%	419
2013 Q4	$5K	Buy	+449	New	+$4.47K	﹤0.01%	511

Other funds holding SMFG

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Kanaly Trust's SMFG Position: Q4 2016 in Review

Kanaly Trust reduced its Sumitomo Mitsui Financial (SMFG) stake by 5.8% in Q4 2016, selling an estimated $6.01K and leaving 13,485 shares worth $103K. The position accounts for 0.02% of the portfolio, ranked #203.

Kanaly Trust first reported a position in SMFG in Q4 2013 and has held it in 13 quarters since. The position peaked at $105K in Q2 2015. 181 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

Kanaly Trust held 13,485 shares of Sumitomo Mitsui Financial worth $103K as of Q4 2016.
Kanaly Trust sold 827 Sumitomo Mitsui Financial shares in Q4 2016, an estimated $6.01K.
Sumitomo Mitsui Financial made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #203 holding.
Kanaly Trust first reported a position in Sumitomo Mitsui Financial in Q4 2013 and has held it in 13 quarters since.
Kanaly Trust's Sumitomo Mitsui Financial position peaked at $105K in Q2 2015.
181 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.