Mountain Capital Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Mountain Capital Investment Advisors’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
2021 Q2	–	Sell	-75,149	Closed	-$531K	–	143
2021 Q1	$531K	Buy	75,149 +43,929	+141%	+$306K	0.27%	118
2020 Q4	$211K	Buy	31,220 +1,410	+5%	+$8.27K	0.13%	130
2020 Q3	$171K	Buy	+29,810	New	+$171K	0.11%	99
2017 Q4	–	Sell	-492	Closed	-$4K	–	361
2017 Q3	$4K	Hold	492	–	–	﹤0.01%	371
2017 Q2	$4K	Buy	+492	New	+$3.65K	﹤0.01%	399

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

PPA

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mountain Capital Investment Advisors's SMFG Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2021, closing a stake of 75,149 shares — an estimated $531K sold.

Mountain Capital Investment Advisors first reported a position in SMFG in Q2 2017 and held it in 5 quarters. The position peaked at $531K in Q1 2021. 225 funds tracked by Wall St. Rank hold SMFG as of Q2 2021.

Mountain Capital Investment Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2021 after selling out during the quarter.
Mountain Capital Investment Advisors sold 75,149 Sumitomo Mitsui Financial shares in Q2 2021, an estimated $531K.
Mountain Capital Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 5 quarters.
Mountain Capital Investment Advisors's Sumitomo Mitsui Financial position peaked at $531K in Q1 2021.
225 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.