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PDT Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

PDT Partners’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
Q2 		– Sell
-215,844
Closed -$1.56M – 565
2017
Q1 		$1.56M Sell
215,844
-2,640
-1% -$20.5K 0.08% 254
2016
Q4 		$1.67M Buy
+218,484
New +$1.59M 0.11% 268
2016
Q2 		– Sell
-401,487
Closed -$2.41M – 542
2016
Q1 		$2.41M Buy
+401,487
New +$2.5M 0.15% 220
2014
Q4 		– Sell
-24,200
Closed -$198K – 1041
2014
Q3 		$198K Buy
+24,200
New +$198K 0.01% 1192

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

PDT Partners's SMFG Position: Q2 2017 in Review

PDT Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2017, closing a stake of 215,844 shares — an estimated $1.56M sold.

PDT Partners first reported a position in SMFG in Q3 2014 and held it in 4 quarters. The position peaked at $2.41M in Q1 2016. 193 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

  • PDT Partners reported no remaining Sumitomo Mitsui Financial position as of Q2 2017 after selling out during the quarter.
  • PDT Partners sold 215,844 Sumitomo Mitsui Financial shares in Q2 2017, an estimated $1.56M.
  • PDT Partners first reported a position in Sumitomo Mitsui Financial in Q3 2014 and held it in 4 quarters.
  • PDT Partners's Sumitomo Mitsui Financial position peaked at $2.41M in Q1 2016.
  • 193 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on PDT Partners's 13F filing for Q2 2017, filed 14 Aug 2017.