OFI Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

OFI 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
2015 Q3	$189K	Buy	24,736 +3,377	+16%	+$28.4K	0.01%	1230
2015 Q2	$190K	Sell	21,359 -16	-0.1%	-$139	0.01%	1279
2015 Q1	$165K	Buy	21,375 +2,711	+15%	+$20.3K	0.01%	1332
2014 Q4	$136K	Buy	18,664 +1,098	+6%	+$8.33K	0.01%	1381
2014 Q3	$144K	Buy	17,566 +598	+4%	+$4.9K	0.01%	1319
2014 Q2	$144K	Buy	16,968 +305	+2%	+$2.51K	0.01%	1320
2014 Q1	$144K	Buy	16,663 +2,497	+18%	+$23.4K	0.01%	1281
2013 Q4	$149K	Buy	14,166 +814	+6%	+$8.1K	0.01%	1230
2013 Q3	$130K	Sell	13,352 -3,604	-21%	-$34.2K	0.01%	1209
2013 Q2	$156K	Buy	+16,956	New	+$151K	0.02%	1022

Other funds holding SMFG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PPA

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

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

OFI Advisors's SMFG Position: Q3 2015 in Review

OFI Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 16% in Q3 2015, buying an estimated $28.4K and bringing the position to 24,736 shares worth $189K. The position accounts for 0.01% of the portfolio, ranked #1230.

OFI Advisors first reported a position in SMFG in Q2 2013 and has held it in 10 quarters since. The position peaked at $190K in Q2 2015. 190 funds tracked by Wall St. Rank hold SMFG as of Q3 2015.

OFI Advisors held 24,736 shares of Sumitomo Mitsui Financial worth $189K as of Q3 2015.
OFI Advisors bought 3,377 Sumitomo Mitsui Financial shares in Q3 2015, an estimated $28.4K.
Sumitomo Mitsui Financial made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1230 holding.
OFI Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's Sumitomo Mitsui Financial position peaked at $190K in Q2 2015.
190 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.