Matterhorn Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | $598K | Sell |
88,524
-29,478
| -25% | -$199K | 0.4% | 50 |
|
|
2016
Q2 | $675K | Sell |
118,002
-77,220
| -40% | -$442K | 0.43% | 50 |
|
|
2016
Q1 | $1.17M | Sell |
195,222
-180,580
| -48% | -$1.09M | 0.76% | 52 |
|
|
2015
Q4 | $2.85M | Sell |
375,802
-3,195
| -0.8% | -$24.2K | 1.3% | 44 |
|
|
2015
Q3 | $2.89M | Buy |
378,997
+1,341
| +0.4% | +$10.2K | 1.39% | 43 |
|
|
2015
Q2 | $3.36M | Buy |
377,656
+2,518
| +0.7% | +$22.4K | 1.43% | 40 |
|
|
2015
Q1 | $2.9M | Buy |
375,138
+16,529
| +5% | +$128K | 1.3% | 49 |
|
|
2014
Q4 | $2.61M | Buy |
358,609
+2,804
| +0.8% | +$20.4K | 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% | +$74.5K | 1.27% | 51 |
|
|
2014
Q1 | $2.8M | Buy |
330,012
+3,847
| +1% | +$32.6K | 1.29% | 47 |
|
|
2013
Q4 | $3.42M | Buy |
326,165
+2,275
| +0.7% | +$23.9K | 1.58% | 34 |
|
|
2013
Q3 | $3.15M | Buy |
323,890
+7,465
| +2% | +$72.6K | 1.58% | 36 |
|
|
2013
Q2 | $2.92M | Buy |
+316,425
| New | +$2.92M | 1.61% | 32 |
|