Partnervest Advisory Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-2,861	Closed	-$24K	–	682
2014 Q2	$24K	Buy	2,861 +1,696	+146%	+$14K	0.01%	499
2014 Q1	$10K	Hold	1,165	–	–	﹤0.01%	656
2013 Q4	$12K	Buy	1,165 +980	+530%	+$9.75K	0.01%	607
2013 Q3	$2K	Hold	185	–	–	﹤0.01%	947
2013 Q2	$2K	Buy	+185	New	+$1.65K	﹤0.01%	882

Other funds holding SMFG

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Partnervest Advisory Services's SMFG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2014, closing a stake of 2,861 shares — an estimated $24K sold.

Partnervest Advisory Services first reported a position in SMFG in Q2 2013 and held it in 5 quarters. The position peaked at $24K in Q2 2014. 162 funds tracked by Wall St. Rank hold SMFG as of Q3 2014.

Partnervest Advisory Services reported no remaining Sumitomo Mitsui Financial position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 2,861 Sumitomo Mitsui Financial shares in Q3 2014, an estimated $24K.
Partnervest Advisory Services first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Sumitomo Mitsui Financial position peaked at $24K in Q2 2014.
162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.