Lord, Abbett & Co’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Lord, Abbett & Co’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 Q4	–	Sell	-22,157	Closed	-$149K	–	947
2016 Q3	$149K	Sell	22,157 -6,541	-23%	-$42.4K	﹤0.01%	853
2016 Q2	$165K	Sell	28,698 -7,343	-20%	-$44.9K	﹤0.01%	860
2016 Q1	$217K	Buy	36,041 +1,853	+5%	+$11.6K	﹤0.01%	867
2015 Q4	$260K	Sell	34,188 -5,998	-15%	-$47.2K	﹤0.01%	866
2015 Q3	$307K	Sell	40,186 -2,154	-5%	-$18.1K	﹤0.01%	891
2015 Q2	$377K	Sell	42,340 -336,771	-89%	-$2.92M	﹤0.01%	905
2015 Q1	$2.94M	Buy	379,111 +15,796	+4%	+$118K	0.01%	813
2014 Q4	$2.65M	Buy	363,315 +76,560	+27%	+$581K	0.01%	829
2014 Q3	$2.35M	Buy	+286,755	New	+$2.35M	0.01%	868

Other funds holding SMFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 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

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

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

Lord, Abbett & Co's SMFG Position: Q4 2016 in Review

Lord, Abbett & Co sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2016, closing a stake of 22,157 shares — an estimated $149K sold.

Lord, Abbett & Co first reported a position in SMFG in Q3 2014 and held it in 9 quarters. The position peaked at $2.94M in Q1 2015. 182 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

Lord, Abbett & Co reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2016 after selling out during the quarter.
Lord, Abbett & Co sold 22,157 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2016, an estimated $149K.
Lord, Abbett & Co first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2014 and held it in 9 quarters.
Lord, Abbett & Co's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.94M in Q1 2015.
182 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2016.

Based on Lord, Abbett & Co's 13F filing for Q4 2016, filed 14 Feb 2017.