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Philadelphia International Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Philadelphia International 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
2014
Q2 		– Sell
-381,848
Closed -$3.3M – 82
2014
Q1 		$3.3M Buy
381,848
+801
+0.2% +$7.5K 0.74% 55
2013
Q4 		$4M Buy
381,047
+2,673
+0.7% +$26.6K 0.87% 52
2013
Q3 		$3.68M Sell
378,374
-50,384
-12% -$478K 0.83% 53
2013
Q2 		$3.95M Buy
+428,758
New +$3.83M 0.89% 51

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Philadelphia International Advisors's SMFG Position: Q2 2014 in Review

Philadelphia International Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2014, closing a stake of 381,848 shares — an estimated $3.3M sold.

Philadelphia International Advisors first reported a position in SMFG in Q2 2013 and held it in 4 quarters. The position peaked at $4M in Q4 2013. 152 funds tracked by Wall St. Rank hold SMFG as of Q2 2014.

  • Philadelphia International Advisors reported no remaining Sumitomo Mitsui Financial position as of Q2 2014 after selling out during the quarter.
  • Philadelphia International Advisors sold 381,848 Sumitomo Mitsui Financial shares in Q2 2014, an estimated $3.3M.
  • Philadelphia International Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 4 quarters.
  • Philadelphia International Advisors's Sumitomo Mitsui Financial position peaked at $4M in Q4 2013.
  • 152 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2014.

Based on Philadelphia International Advisors's 13F filing for Q2 2014, filed 29 Jul 2014.