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Nine Chapters Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Nine Chapters 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
2013
Q3 		– Sell
-18,900
Closed -$174K – 900
2013
Q2 		$174K Buy
+18,900
New +$169K 0.03% 557

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Nine Chapters Capital Management's SMFG Position: Q3 2013 in Review

Nine Chapters Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2013, closing a stake of 18,900 shares — an estimated $174K sold.

Nine Chapters Capital Management first reported a position in SMFG in Q2 2013 and held it in 1 quarter. The position peaked at $174K in Q2 2013. 141 funds tracked by Wall St. Rank hold SMFG as of Q3 2013.

  • Nine Chapters Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2013 after selling out during the quarter.
  • Nine Chapters Capital Management sold 18,900 Sumitomo Mitsui Financial shares in Q3 2013, an estimated $174K.
  • Nine Chapters Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 1 quarter.
  • Nine Chapters Capital Management's Sumitomo Mitsui Financial position peaked at $174K in Q2 2013.
  • 141 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2013.

Based on Nine Chapters Capital Management's 13F filing for Q3 2013, filed 14 Nov 2013.