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Pathway Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pathway Financial 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
Q3 		– Sell
-3,919
Closed -$30K – 331
2018
Q2 		$30K Hold
3,919
– – 0.02% 310
2018
Q1 		$33K Hold
3,919
– – 0.02% 312
2017
Q4 		$34K Buy
+3,919
New +$31.8K 0.02% 316

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

Pathway Financial Advisors's SMFG Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 3,919 shares — an estimated $30K sold.

Pathway Financial Advisors first reported a position in SMFG in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q4 2017. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

  • Pathway Financial Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 3,919 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $30K.
  • Pathway Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's Sumitomo Mitsui Financial position peaked at $34K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.