Neuburgh Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History

Neuburgh Advisers’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
2018 Q4	–	Sell	-136,442	Closed	-$1.1M	–	923
2018 Q3	$1.1M	Hold	136,442	–	–	0.04%	280
2018 Q2	$1.06M	Hold	136,442	–	–	0.04%	282
2018 Q1	$1.16M	Hold	136,442	–	–	0.04%	249
2017 Q4	$1.19M	Hold	136,442	–	–	0.04%	261
2017 Q3	$1.05M	Hold	136,442	–	–	0.04%	272
2017 Q2	$1.07M	Hold	136,442	–	–	0.04%	258
2017 Q1	$989K	Hold	136,442	–	–	0.04%	270
2016 Q4	$1.04M	Buy	+136,442	New	+$991K	0.05%	231

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

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

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

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

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

PPA

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

NMC

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

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

Neuburgh Advisers's SMFG Position: Q4 2018 in Review

Neuburgh Advisers sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2018, closing a stake of 136,442 shares — an estimated $1.1M sold.

Neuburgh Advisers first reported a position in SMFG in Q4 2016 and held it in 8 quarters. The position peaked at $1.19M in Q4 2017. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

Neuburgh Advisers reported no remaining Sumitomo Mitsui Financial position as of Q4 2018 after selling out during the quarter.
Neuburgh Advisers sold 136,442 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $1.1M.
Neuburgh Advisers first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 8 quarters.
Neuburgh Advisers's Sumitomo Mitsui Financial position peaked at $1.19M in Q4 2017.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on Neuburgh Advisers's 13F filing for Q4 2018, filed 13 Feb 2019.