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Nuveen Fund Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Nuveen Fund Advisors’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 		– Sell
-12,030
Closed -$78K – 30
2018
Q4 		$78K Sell
12,030
-1,507
-11% -$11.2K 0.69% 45
2018
Q3 		$109K Sell
13,537
-73
-0.5% -$577 0.24% 113
2018
Q2 		$106K Sell
13,610
-1,257
-8% -$10.4K 0.13% 165
2018
Q1 		$126K Sell
14,867
-1,230
-8% -$11K 0.06% 241
2017
Q4 		$140K Sell
16,097
-2,420
-13% -$19.6K 0.04% 301
2017
Q3 		$143K Sell
18,517
-254
-1% -$1.94K 0.03% 351
2017
Q2 		$148K Buy
18,771
+2,617
+16% +$19.4K 0.02% 409
2017
Q1 		$113K Buy
16,154
+3,702
+30% +$28.8K 0.01% 431
2016
Q4 		$95K Sell
12,452
-10,277
-45% -$74.6K 0.01% 444
2016
Q3 		$153K Buy
22,729
+767
+3% +$4.98K 0.02% 444
2016
Q2 		$126K Buy
+21,962
New +$134K 0.02% 433

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Nuveen Fund Advisors's SMFG Position: Q1 2019 in Review

Nuveen Fund Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2019, closing a stake of 12,030 shares — an estimated $78K sold.

Nuveen Fund Advisors first reported a position in SMFG in Q2 2016 and held it in 11 quarters. The position peaked at $153K in Q3 2016. 254 funds tracked by Wall St. Rank hold SMFG as of Q1 2019.

  • Nuveen Fund Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2019 after selling out during the quarter.
  • Nuveen Fund Advisors sold 12,030 Sumitomo Mitsui Financial shares in Q1 2019, an estimated $78K.
  • Nuveen Fund Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 11 quarters.
  • Nuveen Fund Advisors's Sumitomo Mitsui Financial position peaked at $153K in Q3 2016.
  • 254 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2019.

Based on Nuveen Fund Advisors's 13F filing for Q1 2019, filed 14 May 2019.