New England Private Wealth Advisors’s Sumitomo Mitsui Financial 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 $733B AUM 35.63% 1-Year Est. Return

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

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

MAA

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 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 (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. 153 funds tracked by Wall St. Rank hold SMFG as of Q4 2014.

New England Private Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2014 after selling out during the quarter.
New England Private Wealth Advisors sold 10,331 Sumitomo Mitsui Financial shares in Q4 2014, an estimated $85K.
New England Private Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2013 and held it in 4 quarters.
New England Private Wealth Advisors's Sumitomo Mitsui Financial position peaked at $108K in Q4 2013.
153 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2014.

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