Prentiss Smith & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prentiss Smith & Co’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
2016 Q4	–	Sell	-1,000	Closed	-$7K	–	273
2016 Q3	$7K	Sell	1,000 -700	-41%	-$4.54K	﹤0.01%	212
2016 Q2	$10K	Hold	1,700	–	–	0.01%	205
2016 Q1	$10K	Hold	1,700	–	–	0.01%	232
2015 Q4	$13K	Hold	1,700	–	–	0.01%	220
2015 Q3	$13K	Buy	+1,700	New	+$14.3K	0.01%	197

Other funds holding SMFG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

PPA

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

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

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

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

Prentiss Smith & Co's SMFG Position: Q4 2016 in Review

Prentiss Smith & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2016, closing a stake of 1,000 shares — an estimated $7K sold.

Prentiss Smith & Co first reported a position in SMFG in Q3 2015 and held it in 5 quarters. The position peaked at $13K in Q4 2015. 182 funds tracked by Wall St. Rank hold SMFG as of Q4 2016.

Prentiss Smith & Co reported no remaining Sumitomo Mitsui Financial position as of Q4 2016 after selling out during the quarter.
Prentiss Smith & Co sold 1,000 Sumitomo Mitsui Financial shares in Q4 2016, an estimated $7K.
Prentiss Smith & Co first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 5 quarters.
Prentiss Smith & Co's Sumitomo Mitsui Financial position peaked at $13K in Q4 2015.
182 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2016.

Based on Prentiss Smith & Co's 13F filing for Q4 2016, filed 18 Jan 2017.