Lourd Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Lourd 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 Q1	–	Sell	-19,107	Closed	-$124K	–	265
2018 Q4	$124K	Sell	19,107 -43,724	-70%	-$326K	0.01%	297
2018 Q3	$505K	Buy	62,831 +1,012	+2%	+$8K	0.03%	130
2018 Q2	$480K	Buy	+61,819	New	+$514K	0.07%	82
2018 Q1	–	Sell	-23,664	Closed	-$206K	–	299
2017 Q4	$206K	Buy	+23,664	New	+$192K	0.01%	341

Other funds holding SMFG

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

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 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

Lourd Capital's SMFG Position: Q1 2019 in Review

Lourd Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2019, closing a stake of 19,107 shares — an estimated $124K sold.

Lourd Capital first reported a position in SMFG in Q4 2017 and held it in 4 quarters. The position peaked at $505K in Q3 2018. 254 funds tracked by Wall St. Rank hold SMFG as of Q1 2019.

Lourd Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2019 after selling out during the quarter.
Lourd Capital sold 19,107 Sumitomo Mitsui Financial shares in Q1 2019, an estimated $124K.
Lourd Capital first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 4 quarters.
Lourd Capital's Sumitomo Mitsui Financial position peaked at $505K in Q3 2018.
254 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2019.

Based on Lourd Capital's 13F filing for Q1 2019, filed 16 Apr 2019.