Lee Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-2,268	Closed	-$18K	–	677
2018 Q2	$18K	Buy	+2,268	New	+$18.8K	﹤0.01%	370

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Lee Financial's SMFG Position: Q3 2018 in Review

Lee Financial sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 2,268 shares — an estimated $18K sold.

Lee Financial first reported a position in SMFG in Q2 2018 and held it in 1 quarter. The position peaked at $18K in Q2 2018. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

Lee Financial reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 2,268 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $18K.
Lee Financial first reported a position in Sumitomo Mitsui Financial in Q2 2018 and held it in 1 quarter.
Lee Financial's Sumitomo Mitsui Financial position peaked at $18K in Q2 2018.
236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.