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Opes Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Opes 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
2018
Q2 		– Sell
-10,321
Closed -$88K – 51
2018
Q1 		$88K Sell
10,321
-607
-6% -$5.42K 0.07% 39
2017
Q4 		$95K Buy
+10,928
New +$88.6K 0.07% 42
2017
Q3 		– Sell
-10,928
Closed -$83K – 58
2017
Q2 		$83K Buy
+10,928
New +$81.2K 0.05% 63

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Opes Advisors's SMFG Position: Q2 2018 in Review

Opes Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 10,321 shares — an estimated $88K sold.

Opes Advisors first reported a position in SMFG in Q2 2017 and held it in 3 quarters. The position peaked at $95K in Q4 2017. 231 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

  • Opes Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
  • Opes Advisors sold 10,321 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $88K.
  • Opes Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 3 quarters.
  • Opes Advisors's Sumitomo Mitsui Financial position peaked at $95K in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on Opes Advisors's 13F filing for Q2 2018, filed 13 Aug 2018.