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SMFG icon

Navellier & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Navellier & Associates’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
2015
Q4 		– Sell
-100
Closed -$1K – 297
2015
Q3 		$1K Sell
100
-24,252
-100% -$204K ﹤0.01% 309
2015
Q2 		$216K Buy
24,352
+1,855
+8% +$16.1K 0.02% 330
2015
Q1 		$174K Sell
22,497
-806
-3% -$6.03K 0.02% 333
2014
Q4 		$170K Sell
23,303
-869
-4% -$6.59K 0.01% 315
2014
Q3 		$198K Sell
24,172
-3,198
-12% -$26.2K 0.01% 315
2014
Q2 		$232K Sell
27,370
-1,920
-7% -$15.8K 0.01% 291
2014
Q1 		$253K Sell
29,290
-55
-0.2% -$515 0.01% 281
2013
Q4 		$308K Buy
29,345
+5,502
+23% +$54.7K 0.01% 254
2013
Q3 		$232K Buy
23,843
+1,322
+6% +$12.5K 0.01% 257
2013
Q2 		$208K Buy
+22,521
New +$201K 0.01% 257

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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