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Oppenheimer & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Oppenheimer & Co’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
Q4 		– Sell
-22,423
Closed -$171K – 1359
2015
Q3 		$171K Hold
22,423
– – 0.01% 1198
2015
Q2 		$199K Hold
22,423
– – 0.01% 1307
2015
Q1 		$174K Buy
22,423
+5,111
+30% +$38.2K ﹤0.01% 1343
2014
Q4 		$126K Hold
17,312
– – ﹤0.01% 1309
2014
Q3 		$142K Hold
17,312
– – ﹤0.01% 1312
2014
Q2 		$147K Hold
17,312
– – ﹤0.01% 1307
2014
Q1 		$150K Hold
17,312
– – ﹤0.01% 1291
2013
Q4 		$182K Hold
17,312
– – 0.01% 1236
2013
Q3 		$168K Sell
17,312
-530
-3% -$5.03K 0.01% 1186
2013
Q2 		$165K Buy
+17,842
New +$159K 0.01% 1144

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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