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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 $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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

Navellier & Associates's SMFG Position: Q4 2015 in Review

Navellier & Associates sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2015, closing a stake of 100 shares — an estimated $1K sold.

Navellier & Associates first reported a position in SMFG in Q2 2013 and held it in 10 quarters. The position peaked at $308K in Q4 2013. 198 funds tracked by Wall St. Rank hold SMFG as of Q4 2015.

  • Navellier & Associates reported no remaining Sumitomo Mitsui Financial position as of Q4 2015 after selling out during the quarter.
  • Navellier & Associates sold 100 Sumitomo Mitsui Financial shares in Q4 2015, an estimated $1K.
  • Navellier & Associates first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 10 quarters.
  • Navellier & Associates's Sumitomo Mitsui Financial position peaked at $308K in Q4 2013.
  • 198 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2015.

Based on Navellier & Associates's 13F filing for Q4 2015, filed 10 Feb 2016.