NorthCoast Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-310,509
| Closed | -$2.36M | – | 159 |
|
|
2015
Q4 | $2.36M | Sell |
310,509
-39,289
| -11% | -$298K | 0.15% | 83 |
|
|
2015
Q3 | $2.67M | Buy |
+349,798
| New | +$2.67M | 0.15% | 83 |
|
|
2014
Q2 | – | Sell |
-316,098
| Closed | -$2.73M | – | 196 |
|
|
2014
Q1 | $2.73M | Buy |
316,098
+66,902
| +27% | +$579K | 0.18% | 70 |
|
|
2013
Q4 | $2.61M | Buy |
+249,196
| New | +$2.61M | 0.16% | 57 |
|