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Kistler-Tiffany Companies’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kistler-Tiffany Companies’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
Q3 		– Sell
-209
Closed -$1K – 683
2016
Q2 		$1K Buy
+209
New +$1.28K ﹤0.01% 604
2014
Q3 		– Sell
-16
Closed – – 679
2014
Q2 		$0 Buy
+16
New +$132 ﹤0.01% 646

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Kistler-Tiffany Companies's SMFG Position: Q3 2016 in Review

Kistler-Tiffany Companies sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2016, closing a stake of 209 shares — an estimated $1K sold.

Kistler-Tiffany Companies first reported a position in SMFG in Q2 2014 and held it in 2 quarters. The position peaked at $1K in Q2 2016. 166 funds tracked by Wall St. Rank hold SMFG as of Q3 2016.

  • Kistler-Tiffany Companies reported no remaining Sumitomo Mitsui Financial position as of Q3 2016 after selling out during the quarter.
  • Kistler-Tiffany Companies sold 209 Sumitomo Mitsui Financial shares in Q3 2016, an estimated $1K.
  • Kistler-Tiffany Companies first reported a position in Sumitomo Mitsui Financial in Q2 2014 and held it in 2 quarters.
  • Kistler-Tiffany Companies's Sumitomo Mitsui Financial position peaked at $1K in Q2 2016.
  • 166 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2016.

Based on Kistler-Tiffany Companies's 13F filing for Q3 2016, filed 8 Nov 2016.