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Moody National Bank Trust Division’s Sumitomo Mitsui Financial SMFG Stock Holding History

Moody National Bank Trust Division’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
2019
Q2 		– Sell
-3,450
Closed -$24K – 877
2019
Q1 		$24K Buy
3,450
+1,630
+90% +$11.7K ﹤0.01% 512
2018
Q4 		$12K Buy
+1,820
New +$13.6K ﹤0.01% 589

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Moody National Bank Trust Division's SMFG Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 3,450 shares — an estimated $24K sold.

Moody National Bank Trust Division first reported a position in SMFG in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 3,450 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $24K.
  • Moody National Bank Trust Division first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 2 quarters.
  • Moody National Bank Trust Division's Sumitomo Mitsui Financial position peaked at $24K in Q1 2019.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.