MSI Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

MSI Financial Services’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
2016 Q4	$15K	Sell	1,904 -135	-7%	-$980	﹤0.01%	2577
2016 Q3	$14K	Buy	2,039 +127	+7%	+$824	﹤0.01%	2598
2016 Q2	$11K	Sell	1,912 -516	-21%	-$3.15K	﹤0.01%	2729
2016 Q1	$15K	Buy	2,428 +970	+67%	+$6.05K	﹤0.01%	2498
2015 Q4	$11K	Buy	+1,458	New	+$11.5K	﹤0.01%	2670
2014 Q4	–	Sell	-61	Closed	-$1K	–	2770
2014 Q3	$1K	Hold	61	–	–	﹤0.01%	2545
2014 Q2	$1K	Buy	+61	New	+$503	﹤0.01%	2484

Other funds holding SMFG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

PPA

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

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

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

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

MSI Financial Services's SMFG Position: Q4 2016 in Review

MSI Financial Services reduced its Sumitomo Mitsui Financial (SMFG) stake by 6.6% in Q4 2016, selling an estimated $980 and leaving 1,904 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #2577.

MSI Financial Services first reported a position in SMFG in Q2 2014 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

MSI Financial Services held 1,904 shares of Sumitomo Mitsui Financial worth $15K as of Q4 2016.
MSI Financial Services sold 135 Sumitomo Mitsui Financial shares in Q4 2016, an estimated $980.
Sumitomo Mitsui Financial made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2577 holding.
MSI Financial Services first reported a position in Sumitomo Mitsui Financial in Q2 2014 and has held it in 7 quarters since.
182 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.