PAMU
SMFG icon

Pictet Asset Management (UK)’s Sumitomo Mitsui Financial SMFG Stock Holding History

Pictet Asset Management (UK)’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
Q4 		– Sell
-40,856
Closed -$335K – 893
2014
Q3 		$335K Buy
+40,856
New +$335K ﹤0.01% 830

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
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
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pictet Asset Management (UK)'s SMFG Position: Q4 2014 in Review

Pictet Asset Management (UK) sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2014, closing a stake of 40,856 shares — an estimated $335K sold.

Pictet Asset Management (UK) first reported a position in SMFG in Q3 2014 and held it in 1 quarter. The position peaked at $335K in Q3 2014. 153 funds tracked by Wall St. Rank hold SMFG as of Q4 2014.

  • Pictet Asset Management (UK) reported no remaining Sumitomo Mitsui Financial position as of Q4 2014 after selling out during the quarter.
  • Pictet Asset Management (UK) sold 40,856 Sumitomo Mitsui Financial shares in Q4 2014, an estimated $335K.
  • Pictet Asset Management (UK) first reported a position in Sumitomo Mitsui Financial in Q3 2014 and held it in 1 quarter.
  • Pictet Asset Management (UK)'s Sumitomo Mitsui Financial position peaked at $335K in Q3 2014.
  • 153 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2014.

Based on Pictet Asset Management (UK)'s 13F filing for Q4 2014, filed 12 Feb 2015.