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OppenheimerFunds’s Sumitomo Mitsui Financial SMFG Stock Holding History

OppenheimerFunds’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
2017
Q1 		– Sell
-13,889
Closed -$106K – 1889
2016
Q4 		$106K Sell
13,889
-1,420
-9% -$10.3K ﹤0.01% 1772
2016
Q3 		$103K Sell
15,309
-560
-4% -$3.63K ﹤0.01% 1705
2016
Q2 		$91K Sell
15,869
-2,154
-12% -$13.2K ﹤0.01% 1675
2016
Q1 		$108K Sell
18,023
-4,299
-19% -$26.8K ﹤0.01% 1653
2015
Q4 		$169K Buy
+22,322
New +$176K ﹤0.01% 1687

Other funds holding SMFG

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
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
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

OppenheimerFunds's SMFG Position: Q1 2017 in Review

OppenheimerFunds sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2017, closing a stake of 13,889 shares — an estimated $106K sold.

OppenheimerFunds first reported a position in SMFG in Q4 2015 and held it in 5 quarters. The position peaked at $169K in Q4 2015. 178 funds tracked by Wall St. Rank hold SMFG as of Q1 2017.

  • OppenheimerFunds reported no remaining Sumitomo Mitsui Financial position as of Q1 2017 after selling out during the quarter.
  • OppenheimerFunds sold 13,889 Sumitomo Mitsui Financial shares in Q1 2017, an estimated $106K.
  • OppenheimerFunds first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 5 quarters.
  • OppenheimerFunds's Sumitomo Mitsui Financial position peaked at $169K in Q4 2015.
  • 178 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2017.

Based on OppenheimerFunds's 13F filing for Q1 2017, filed 11 May 2017.