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Mariner Wealth Advisors (NYC)’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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

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Managed Account Advisors
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Lazard Asset Management
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Cambiar Investors
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Wells Fargo
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Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
JP Morgan Chase
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Mariner Wealth Advisors (NYC)'s SMFG Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $4K as of Q1 2015.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) 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 Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q1 2015.

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