New England Private Wealth Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

New England Private Wealth Advisors’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
2014 Q4	–	Sell	-10,331	Closed	-$85K	–	108
2014 Q3	$85K	Hold	10,331	–	–	0.03%	101
2014 Q2	$88K	Hold	10,331	–	–	0.04%	103
2014 Q1	$90K	Hold	10,331	–	–	0.04%	99
2013 Q4	$108K	Buy	+10,331	New	+$103K	0.05%	92

Other funds holding SMFG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

New England Private Wealth Advisors's SMFG Position: Q4 2014 in Review

New England Private Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2014, closing a stake of 10,331 shares — an estimated $85K sold.

New England Private Wealth Advisors first reported a position in SMFG in Q4 2013 and held it in 4 quarters. The position peaked at $108K in Q4 2013. 154 funds tracked by Wall St. Rank hold SMFG as of Q4 2014.

New England Private Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2014 after selling out during the quarter.
New England Private Wealth Advisors sold 10,331 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2014, an estimated $85K.
New England Private Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and held it in 4 quarters.
New England Private Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $108K in Q4 2013.
154 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2014.

Based on New England Private Wealth Advisors's 13F filing for Q4 2014, filed 17 Feb 2015.