McKinley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-5,181
| Closed | -$40K | – | 544 |
|
|
2016
Q4 | $40K | Sell |
5,181
-1,480
| -22% | -$11.4K | ﹤0.01% | 430 |
|
|
2016
Q3 | $45K | Sell |
6,661
-14,169
| -68% | -$95.7K | ﹤0.01% | 418 |
|
|
2016
Q2 | $119K | Hold |
20,830
| – | – | 0.01% | 332 |
|
|
2016
Q1 | $125K | Sell |
20,830
-48
| -0.2% | -$288 | 0.01% | 311 |
|
|
2015
Q4 | $158K | Hold |
20,878
| – | – | 0.01% | 315 |
|
|
2015
Q3 | $159K | Sell |
20,878
-219
| -1% | -$1.67K | 0.01% | 315 |
|
|
2015
Q2 | $188K | Sell |
21,097
-998
| -5% | -$8.89K | 0.01% | 318 |
|
|
2015
Q1 | $171K | Hold |
22,095
| – | – | 0.01% | 307 |
|
|
2014
Q4 | $161K | Hold |
22,095
| – | – | 0.01% | 308 |
|
|
2014
Q3 | $181K | Hold |
22,095
| – | – | 0.01% | 299 |
|
|
2014
Q2 | $187K | Sell |
22,095
-2,561
| -10% | -$21.7K | 0.01% | 298 |
|
|
2014
Q1 | $213K | Buy |
+24,656
| New | +$213K | 0.01% | 324 |
|