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Lavaca Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lavaca Capital’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
Q2 		– Sell
-1,618
Closed -$11K – 310
2019
Q1 		$11K Hold
1,618
– – 0.01% 265
2018
Q4 		$11K Buy
+1,618
New +$12.1K 0.01% 231

Other funds holding SMFG

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CI
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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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Lavaca Capital's SMFG Position: Q2 2019 in Review

Lavaca Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 1,618 shares — an estimated $11K sold.

Lavaca Capital first reported a position in SMFG in Q4 2018 and held it in 2 quarters. The position peaked at $11K in Q1 2019. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Lavaca Capital reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
  • Lavaca Capital sold 1,618 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $11K.
  • Lavaca Capital first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 2 quarters.
  • Lavaca Capital's Sumitomo Mitsui Financial position peaked at $11K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Lavaca Capital's 13F filing for Q2 2019, filed 29 Jul 2019.