Lenox Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lenox Wealth Advisors’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 Q4	–	Sell	-348	Closed	-$2K	–	666
2020 Q3	$2K	Hold	348	–	–	﹤0.01%	527
2020 Q2	$2K	Hold	348	–	–	﹤0.01%	532
2020 Q1	$2K	Hold	348	–	–	﹤0.01%	618
2019 Q4	$3K	Hold	348	–	–	﹤0.01%	563
2019 Q3	$2K	Hold	348	–	–	﹤0.01%	528
2019 Q2	$2K	Sell	348 -502	-59%	-$3.55K	﹤0.01%	365
2019 Q1	$6K	Buy	850 +502	+144%	+$3.59K	﹤0.01%	338
2018 Q4	$2K	Sell	348 -266	-43%	-$1.99K	﹤0.01%	342
2018 Q3	$5K	Sell	614 -4,495	-88%	-$35.5K	﹤0.01%	314
2018 Q2	$40K	Sell	5,109 -13,538	-73%	-$112K	0.01%	163
2018 Q1	$158K	Buy	18,647 +16,575	+800%	+$148K	0.04%	74
2017 Q4	$18K	Buy	2,072 +1,631	+370%	+$13.2K	0.01%	140
2017 Q3	$3K	Buy	+441	New	+$3.36K	﹤0.01%	119
2016 Q1	–	Sell	-281	Closed	-$2K	–	394
2015 Q4	$2K	Sell	281 -676	-71%	-$5.32K	﹤0.01%	336
2015 Q3	$7K	Hold	957	–	–	﹤0.01%	219
2015 Q2	$9K	Hold	957	–	–	﹤0.01%	155
2015 Q1	$7K	Hold	957	–	–	﹤0.01%	203
2014 Q4	$7K	Hold	957	–	–	﹤0.01%	203
2014 Q3	$8K	Buy	+957	New	+$7.85K	﹤0.01%	192

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's SMFG Position: Q4 2020 in Review

Lenox Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2020, closing a stake of 348 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in SMFG in Q3 2014 and held it in 19 quarters. The position peaked at $158K in Q1 2018. 222 funds tracked by Wall St. Rank hold SMFG as of Q4 2020.

Lenox Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 348 Sumitomo Mitsui Financial shares in Q4 2020, an estimated $2K.
Lenox Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2014 and held it in 19 quarters.
Lenox Wealth Advisors's Sumitomo Mitsui Financial position peaked at $158K in Q1 2018.
222 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2020.

Based on Lenox Wealth Advisors's 13F filing for Q4 2020, filed 19 Jan 2021.