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Ladenburg Thalmann Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ladenburg Thalmann 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
2019
Q4 		$258K Buy
34,730
+1,793
+5% +$12.9K ﹤0.01% 2317
2019
Q3 		$226K Sell
32,937
-7,937
-19% -$54.2K ﹤0.01% 2375
2019
Q2 		$288K Sell
40,874
-1,410
-3% -$9.98K ﹤0.01% 2182
2019
Q1 		$302K Buy
42,284
+6,898
+19% +$49.3K ﹤0.01% 2084
2018
Q4 		$231K Buy
35,386
+25,985
+276% +$194K ﹤0.01% 2131
2018
Q3 		$75K Sell
9,401
-17,136
-65% -$135K ﹤0.01% 3035
2018
Q2 		$225K Hold
26,537
– – ﹤0.01% 2144
2018
Q1 		$225K Sell
26,537
-1,175
-4% -$10.5K ﹤0.01% 2144
2017
Q4 		$242K Buy
27,712
+4,151
+18% +$33.6K ﹤0.01% 2067
2017
Q3 		$181K Buy
23,561
+173
+0.7% +$1.32K ﹤0.01% 2191
2017
Q2 		$184K Buy
23,388
+11,177
+92% +$83K ﹤0.01% 2083
2017
Q1 		$89K Sell
12,211
-3,062
-20% -$23.8K ﹤0.01% 2478
2016
Q4 		$118K Sell
15,273
-1,608
-10% -$11.7K ﹤0.01% 2194
2016
Q3 		$114K Sell
16,881
-1,247
-7% -$8.09K ﹤0.01% 2150
2016
Q2 		$104K Buy
18,128
+3,244
+22% +$19.8K ﹤0.01% 2129
2016
Q1 		$88K Sell
14,884
-7,523
-34% -$46.9K ﹤0.01% 2157
2015
Q4 		$169K Buy
22,407
+687
+3% +$5.41K ﹤0.01% 1687
2015
Q3 		$167K Sell
21,720
-2,803
-11% -$23.6K ﹤0.01% 1606
2015
Q2 		$218K Sell
24,523
-2,840
-10% -$24.7K ﹤0.01% 1554
2015
Q1 		$213K Buy
27,363
+840
+3% +$6.28K ﹤0.01% 1531
2014
Q4 		$192K Buy
26,523
+2,681
+11% +$20.3K ﹤0.01% 1456
2014
Q3 		$195K Sell
23,842
-9,633
-29% -$79K 0.01% 1231
2014
Q2 		$283K Buy
33,475
+15,038
+82% +$124K 0.01% 1020
2014
Q1 		$160K Buy
18,437
+3,227
+21% +$30.2K ﹤0.01% 1248
2013
Q4 		$159K Buy
15,210
+8,076
+113% +$80.3K ﹤0.01% 1192
2013
Q3 		$70K Buy
7,134
+292
+4% +$2.77K ﹤0.01% 1600
2013
Q2 		$64K Buy
+6,842
New +$61.1K ﹤0.01% 1554

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SMFG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Sumitomo Mitsui Financial (SMFG) stake by 5.4% in Q4 2019, buying an estimated $12.9K and bringing the position to 34,730 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Ladenburg Thalmann Financial Services first reported a position in SMFG in Q2 2013 and has held it in 27 quarters since. The position peaked at $302K in Q1 2019. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 34,730 shares of Sumitomo Mitsui Financial worth $258K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,793 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $12.9K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2317 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Sumitomo Mitsui Financial position peaked at $302K in Q1 2019.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.