NEXT Financial Holdings’s Sumitomo Mitsui Financial SMFG Stock Holding History

NEXT Financial Holdings’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 Q1	$7K	Buy	+950	New	+$6.79K	﹤0.01%	1197

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

PPA

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NEXT Financial Holdings's SMFG Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in Sumitomo Mitsui Financial (SMFG) in Q1 2019: 950 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #1197 among its holdings.

254 funds tracked by Wall St. Rank hold SMFG as of Q1 2019.

NEXT Financial Holdings held 950 shares of Sumitomo Mitsui Financial worth $7K as of Q1 2019.
Sumitomo Mitsui Financial was a new NEXT Financial Holdings position in Q1 2019.
Sumitomo Mitsui Financial made up ﹤0.01% of NEXT Financial Holdings's portfolio in Q1 2019, its #1197 holding.
254 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.