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New England Securities’s Sumitomo Mitsui Financial SMFG Stock Holding History

New England Securities’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
2013
Q4 		– Sell
-286
Closed -$3K – 1712
2013
Q3 		$3K Hold
286
– – ﹤0.01% 1342
2013
Q2 		$3K Buy
+286
New +$2.55K ﹤0.01% 1193

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
Lazard Asset Management
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

New England Securities's SMFG Position: Q4 2013 in Review

New England Securities sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2013, closing a stake of 286 shares — an estimated $3K sold.

New England Securities first reported a position in SMFG in Q2 2013 and held it in 2 quarters. The position peaked at $3K in Q3 2013. 158 funds tracked by Wall St. Rank hold SMFG as of Q4 2013.

  • New England Securities reported no remaining Sumitomo Mitsui Financial position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 286 Sumitomo Mitsui Financial shares in Q4 2013, an estimated $3K.
  • New England Securities first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 2 quarters.
  • New England Securities's Sumitomo Mitsui Financial position peaked at $3K in Q3 2013.
  • 158 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.