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Plante Moran Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Plante Moran 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
2019
Q4 		– Sell
-1,979
Closed -$14K – 885
2019
Q3 		$14K Buy
1,979
+1,193
+152% +$8.15K ﹤0.01% 550
2019
Q2 		$6K Sell
786
-183
-19% -$1.3K ﹤0.01% 632
2019
Q1 		$7K Sell
969
-394
-29% -$2.82K ﹤0.01% 605
2018
Q4 		$9K Buy
1,363
+406
+42% +$3.03K ﹤0.01% 522
2018
Q3 		$8K Sell
957
-495
-34% -$3.91K ﹤0.01% 534
2018
Q2 		$11K Sell
1,452
-6,086
-81% -$50.6K 0.01% 539
2018
Q1 		$64K Buy
7,538
+1,480
+24% +$13.2K 0.03% 305
2017
Q4 		$53K Buy
6,058
+810
+15% +$6.56K 0.03% 338
2017
Q3 		$40K Buy
5,248
+5,093
+3,286% +$38.8K 0.02% 355
2017
Q2 		$1K Sell
155
-2,920
-95% -$21.7K ﹤0.01% 801
2017
Q1 		$22K Buy
3,075
+2,820
+1,106% +$21.9K 0.01% 465
2016
Q4 		$2K Buy
+255
New +$1.85K ﹤0.01% 869

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Plante Moran Financial Advisors's SMFG Position: Q4 2019 in Review

Plante Moran Financial Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2019, closing a stake of 1,979 shares — an estimated $14K sold.

Plante Moran Financial Advisors first reported a position in SMFG in Q4 2016 and held it in 12 quarters. The position peaked at $64K in Q1 2018. 241 funds tracked by Wall St. Rank hold SMFG as of Q4 2019.

  • Plante Moran Financial Advisors reported no remaining Sumitomo Mitsui Financial position as of Q4 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 1,979 Sumitomo Mitsui Financial shares in Q4 2019, an estimated $14K.
  • Plante Moran Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2016 and held it in 12 quarters.
  • Plante Moran Financial Advisors's Sumitomo Mitsui Financial position peaked at $64K in Q1 2018.
  • 241 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.