Mariner Wealth Advisors (NYC)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mariner Wealth Advisors (NYC)’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 Q1	$4K	Buy	+562	New	+$4.2K	﹤0.01%	564

Other funds holding SMFG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

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

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

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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Mariner Wealth Advisors (NYC)'s SMFG Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2015: 562 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #564 among its holdings.

168 funds tracked by Wall St. Rank hold SMFG as of Q1 2015.

Mariner Wealth Advisors (NYC) held 562 shares of Sumitomo Mitsui Financial worth $4K as of Q1 2015.
Sumitomo Mitsui Financial was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Sumitomo Mitsui Financial made up ﹤0.01% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #564 holding.
168 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.