NorthCoast Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

NorthCoast Asset 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
2016 Q1	–	Sell	-310,509	Closed	-$2.36M	–	159
2015 Q4	$2.36M	Sell	310,509 -39,289	-11%	-$309K	0.15%	83
2015 Q3	$2.67M	Buy	+349,798	New	+$2.94M	0.15%	83
2014 Q2	–	Sell	-316,098	Closed	-$2.73M	–	196
2014 Q1	$2.73M	Buy	316,098 +66,902	+27%	+$626K	0.18%	70
2013 Q4	$2.61M	Buy	+249,196	New	+$2.48M	0.16%	57

Other funds holding SMFG

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

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

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

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

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

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

PPA

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

NorthCoast Asset Management's SMFG Position: Q1 2016 in Review

NorthCoast Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2016, closing a stake of 310,509 shares — an estimated $2.36M sold.

NorthCoast Asset Management first reported a position in SMFG in Q4 2013 and held it in 4 quarters. The position peaked at $2.73M in Q1 2014. 176 funds tracked by Wall St. Rank hold SMFG as of Q1 2016.

NorthCoast Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2016 after selling out during the quarter.
NorthCoast Asset Management sold 310,509 Sumitomo Mitsui Financial shares in Q1 2016, an estimated $2.36M.
NorthCoast Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2013 and held it in 4 quarters.
NorthCoast Asset Management's Sumitomo Mitsui Financial position peaked at $2.73M in Q1 2014.
176 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2016.

Based on NorthCoast Asset Management's 13F filing for Q1 2016, filed 16 May 2016.