Managed Account Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Managed Account 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
2015 Q2	$91.3M	Sell	10,274,626 -6,412,780	-38%	-$55.7M	0.08%	282
2015 Q1	$129M	Buy	16,687,406 +2,718,757	+19%	+$20.3M	0.11%	216
2014 Q4	$102M	Buy	13,968,649 +789,828	+6%	+$5.99M	0.1%	233
2014 Q3	$108M	Buy	13,178,821 +3,196,213	+32%	+$26.2M	0.12%	204
2014 Q2	$84.6M	Buy	9,982,608 +932,394	+10%	+$7.68M	0.1%	237
2014 Q1	$78.3M	Buy	9,050,214 +402,801	+5%	+$3.77M	0.1%	239
2013 Q4	$90.7M	Buy	8,647,413 +227,983	+3%	+$2.27M	0.12%	211
2013 Q3	$81.9M	Buy	8,419,430 +226,412	+3%	+$2.15M	0.12%	203
2013 Q2	$75.5M	Buy	+8,193,018	New	+$73.2M	0.12%	206

Other funds holding SMFG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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

Managed Account Advisors's SMFG Position: Q2 2015 in Review

Managed Account Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 38% in Q2 2015, selling an estimated $55.7M and leaving 10,274,626 shares worth $91.3M. The position accounts for 0.08% of the portfolio, ranked #282.

Managed Account Advisors first reported a position in SMFG in Q2 2013 and has held it in 9 quarters since. The position peaked at $129M in Q1 2015. 173 funds tracked by Wall St. Rank hold SMFG as of Q2 2015.

Managed Account Advisors held 10,274,626 shares of Sumitomo Mitsui Financial worth $91.3M as of Q2 2015.
Managed Account Advisors sold 6,412,780 Sumitomo Mitsui Financial shares in Q2 2015, an estimated $55.7M.
Sumitomo Mitsui Financial made up 0.08% of Managed Account Advisors's portfolio in Q2 2015, its #282 holding.
Managed Account Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 9 quarters since.
Managed Account Advisors's Sumitomo Mitsui Financial position peaked at $129M in Q1 2015.
173 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.