Matterhorn Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$598K	Sell	88,524 -29,478	-25%	-$191K	0.4%	50
2016 Q2	$675K	Sell	118,002 -77,220	-40%	-$472K	0.43%	50
2016 Q1	$1.17M	Sell	195,222 -180,580	-48%	-$1.13M	0.76%	52
2015 Q4	$2.85M	Sell	375,802 -3,195	-0.8%	-$25.1K	1.3%	44
2015 Q3	$2.89M	Buy	378,997 +1,341	+0.4%	+$11.3K	1.39%	43
2015 Q2	$3.36M	Buy	377,656 +2,518	+0.7%	+$21.9K	1.43%	40
2015 Q1	$2.9M	Buy	375,138 +16,529	+5%	+$124K	1.3%	49
2014 Q4	$2.61M	Buy	358,609 +2,804	+0.8%	+$21.3K	1.22%	48
2014 Q3	$2.92M	Buy	355,805 +16,997	+5%	+$139K	1.31%	49
2014 Q2	$2.87M	Buy	338,808 +8,796	+3%	+$72.5K	1.27%	51
2014 Q1	$2.79M	Buy	330,012 +3,847	+1%	+$36K	1.29%	47
2013 Q4	$3.42M	Buy	326,165 +2,275	+0.7%	+$22.6K	1.58%	34
2013 Q3	$3.15M	Buy	323,890 +7,465	+2%	+$70.9K	1.58%	36
2013 Q2	$2.92M	Buy	+316,425	New	+$2.83M	1.61%	32