Point View Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Point View Wealth Management’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 Q4	–	Sell	-17,764	Closed	-$137K	–	267
2017 Q3	$137K	Hold	17,764	–	–	0.07%	247
2017 Q2	$140K	Hold	17,764	–	–	0.07%	245
2017 Q1	$129K	Hold	17,764	–	–	0.07%	243
2016 Q4	$136K	Hold	17,764	–	–	0.08%	235
2016 Q3	$120K	Hold	17,764	–	–	0.07%	231
2016 Q2	$102K	Hold	17,764	–	–	0.06%	230
2016 Q1	$107K	Sell	17,764 -2,904	-14%	-$18.1K	0.07%	226
2015 Q4	$157K	Hold	20,668	–	–	0.11%	192
2015 Q3	$158K	Hold	20,668	–	–	0.13%	180
2015 Q2	$184K	Hold	20,668	–	–	0.14%	179
2015 Q1	$160K	Hold	20,668	–	–	0.12%	185
2014 Q4	$150K	Hold	20,668	–	–	0.11%	180
2014 Q3	$169K	Hold	20,668	–	–	0.14%	175
2014 Q2	$175K	Sell	20,668 -4,928	-19%	-$40.6K	0.15%	174
2014 Q1	$221K	Buy	25,596 +1,255	+5%	+$11.7K	0.2%	154
2013 Q4	$255K	Buy	+24,341	New	+$242K	0.24%	141

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Point View Wealth Management's SMFG Position: Q4 2017 in Review

Point View Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2017, closing a stake of 17,764 shares — an estimated $137K sold.

Point View Wealth Management first reported a position in SMFG in Q4 2013 and held it in 16 quarters. The position peaked at $255K in Q4 2013. 229 funds tracked by Wall St. Rank hold SMFG as of Q4 2017.

Point View Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2017 after selling out during the quarter.
Point View Wealth Management sold 17,764 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2017, an estimated $137K.
Point View Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and held it in 16 quarters.
Point View Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $255K in Q4 2013.
229 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2017.

Based on Point View Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.