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Kelly Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kelly Financial Services’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
2020
Q1 		– Sell
-404
Closed -$2.99K – 604
2019
Q4 		$2.99K Hold
404
– – ﹤0.01% 366
2019
Q3 		$2.76K Buy
+404
New +$2.76K ﹤0.01% 364

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LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelly Financial Services's SMFG Position: Q1 2020 in Review

Kelly Financial Services sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 404 shares — an estimated $2.99K sold.

Kelly Financial Services first reported a position in SMFG in Q3 2019 and held it in 2 quarters. The position peaked at $2.99K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • Kelly Financial Services reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • Kelly Financial Services sold 404 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $2.99K.
  • Kelly Financial Services first reported a position in Sumitomo Mitsui Financial in Q3 2019 and held it in 2 quarters.
  • Kelly Financial Services's Sumitomo Mitsui Financial position peaked at $2.99K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Kelly Financial Services's 13F filing for Q1 2020, filed 17 Jul 2024.