Placemark Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Placemark Investments’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	$2.12M	Sell	290,616 -110,455	-28%	-$838K	0.04%	552
2014 Q3	$3.29M	Buy	401,071 +33,562	+9%	+$275K	0.06%	375
2014 Q2	$3.11M	Buy	367,509 +56,841	+18%	+$468K	0.06%	414
2014 Q1	$2.69M	Buy	310,668 +12,098	+4%	+$113K	0.05%	429
2013 Q4	$3.13M	Buy	298,570 +43,997	+17%	+$438K	0.05%	416
2013 Q3	$2.48M	Sell	254,573 -78,870	-24%	-$749K	0.05%	457
2013 Q2	$3.08M	Buy	+333,443	New	+$2.98M	0.07%	354

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 $2.3B AUM 24.77% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Placemark Investments's SMFG Position: Q4 2014 in Review

Placemark Investments reduced its Sumitomo Mitsui Financial (SMFG) stake by 28% in Q4 2014, selling an estimated $838K and leaving 290,616 shares worth $2.12M. The position accounts for 0.04% of the portfolio, ranked #552.

Placemark Investments first reported a position in SMFG in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.29M in Q3 2014. 154 funds tracked by Wall St. Rank hold SMFG as of Q4 2014.

Placemark Investments held 290,616 shares of Sumitomo Mitsui Financial worth $2.12M as of Q4 2014.
Placemark Investments sold 110,455 Sumitomo Mitsui Financial shares in Q4 2014, an estimated $838K.
Sumitomo Mitsui Financial made up 0.04% of Placemark Investments's portfolio in Q4 2014, its #552 holding.
Placemark Investments first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's Sumitomo Mitsui Financial position peaked at $3.29M in Q3 2014.
154 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.