McKinley Capital Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

McKinley Capital Management’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
2017 Q1	–	Sell	-5,181	Closed	-$40K	–	544
2016 Q4	$40K	Sell	5,181 -1,480	-22%	-$10.7K	﹤0.01%	430
2016 Q3	$45K	Sell	6,661 -14,169	-68%	-$91.9K	﹤0.01%	418
2016 Q2	$119K	Hold	20,830	–	–	0.01%	332
2016 Q1	$125K	Sell	20,830 -48	-0.2%	-$299	0.01%	311
2015 Q4	$158K	Hold	20,878	–	–	0.01%	315
2015 Q3	$159K	Sell	20,878 -219	-1%	-$1.84K	0.01%	315
2015 Q2	$188K	Sell	21,097 -998	-5%	-$8.66K	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%	-$21.1K	0.01%	298
2014 Q1	$213K	Buy	+24,656	New	+$231K	0.01%	324

Other funds holding SMFG

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

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

McKinley Capital Management's SMFG Position: Q1 2017 in Review

McKinley Capital Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2017, closing a stake of 5,181 shares — an estimated $40K sold.

McKinley Capital Management first reported a position in SMFG in Q1 2014 and held it in 12 quarters. The position peaked at $213K in Q1 2014. 179 funds tracked by Wall St. Rank hold SMFG as of Q1 2017.

McKinley Capital Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2017 after selling out during the quarter.
McKinley Capital Management sold 5,181 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2017, an estimated $40K.
McKinley Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2014 and held it in 12 quarters.
McKinley Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $213K in Q1 2014.
179 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 2017.

Based on McKinley Capital Management's 13F filing for Q1 2017, filed 10 May 2017.