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MYCIO Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-390
Closed -$2K – 1011
2016
Q2 		$2K Buy
+390
New +$2.38K ﹤0.01% 909

Other funds holding SMFG

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MYCIO Wealth Partners's SMFG Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2016, closing a stake of 390 shares — an estimated $2K sold.

MYCIO Wealth Partners first reported a position in SMFG in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 165 funds tracked by Wall St. Rank hold SMFG as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 390 Sumitomo Mitsui Financial shares in Q3 2016, an estimated $2K.
  • MYCIO Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 1 quarter.
  • MYCIO Wealth Partners's Sumitomo Mitsui Financial position peaked at $2K in Q2 2016.
  • 165 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.