LS Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

LS Investment 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
2018 Q4	–	Sell	-3,270	Closed	-$26K	–	1838
2018 Q3	$26K	Hold	3,270	–	–	﹤0.01%	1512
2018 Q2	$25K	Hold	3,270	–	–	﹤0.01%	1522
2018 Q1	$28K	Hold	3,270	–	–	﹤0.01%	1471
2017 Q4	$28K	Hold	3,270	–	–	﹤0.01%	1475
2017 Q3	$25K	Hold	3,270	–	–	﹤0.01%	1545
2017 Q2	$26K	Hold	3,270	–	–	﹤0.01%	1526
2017 Q1	$24K	Hold	3,270	–	–	﹤0.01%	1533
2016 Q4	$25K	Hold	3,270	–	–	﹤0.01%	1500
2016 Q3	$22K	Hold	3,270	–	–	﹤0.01%	1489
2016 Q2	$19K	Hold	3,270	–	–	﹤0.01%	1514
2016 Q1	$20K	Hold	3,270	–	–	﹤0.01%	1480
2015 Q4	$25K	Hold	3,270	–	–	﹤0.01%	1413
2015 Q3	$25K	Hold	3,270	–	–	﹤0.01%	1408
2015 Q2	$29K	Hold	3,270	–	–	﹤0.01%	1399
2015 Q1	$25K	Hold	3,270	–	–	﹤0.01%	744
2014 Q4	$24K	Hold	3,270	–	–	﹤0.01%	750
2014 Q3	$27K	Hold	3,270	–	–	﹤0.01%	744
2014 Q2	$28K	Hold	3,270	–	–	﹤0.01%	734
2014 Q1	$28K	Hold	3,270	–	–	﹤0.01%	726
2013 Q4	$34K	Hold	3,270	–	–	﹤0.01%	727
2013 Q3	$32K	Hold	3,270	–	–	﹤0.01%	594
2013 Q2	$30K	Buy	+3,270	New	+$29.2K	﹤0.01%	446

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

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

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

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

PPA

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

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

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

LS Investment Advisors's SMFG Position: Q4 2018 in Review

LS Investment Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2018, closing a stake of 3,270 shares — an estimated $26K sold.

LS Investment Advisors first reported a position in SMFG in Q2 2013 and held it in 22 quarters. The position peaked at $34K in Q4 2013. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

LS Investment Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2018 after selling out during the quarter.
LS Investment Advisors sold 3,270 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $26K.
LS Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 22 quarters.
LS Investment Advisors's Sumitomo Mitsui Financial position peaked at $34K in Q4 2013.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on LS Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.