Next Capital Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Next Capital Management’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
2019 Q3	–	Sell	-3,306	Closed	-$23K	–	718
2019 Q2	$23K	Buy	+3,306	New	+$23.4K	0.02%	264

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

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

PPA

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

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

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Next Capital Management's SMFG Position: Q3 2019 in Review

Next Capital Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2019, closing a stake of 3,306 shares — an estimated $23K sold.

Next Capital Management first reported a position in SMFG in Q2 2019 and held it in 1 quarter. The position peaked at $23K in Q2 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

Next Capital Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2019 after selling out during the quarter.
Next Capital Management sold 3,306 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2019, an estimated $23K.
Next Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2019 and held it in 1 quarter.
Next Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $23K in Q2 2019.
223 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 Q3 2019.

Based on Next Capital Management's 13F filing for Q3 2019, filed 12 Nov 2019.