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Prestige Wealth Management Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-2,181
Closed -$14K – 1028
2018
Q4 		$14K Buy
+2,181
New +$16.3K 0.01% 382

Other funds holding SMFG

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Bank of America
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CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prestige Wealth Management Group's SMFG Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2019, closing a stake of 2,181 shares — an estimated $14K sold.

Prestige Wealth Management Group first reported a position in SMFG in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 254 funds tracked by Wall St. Rank hold SMFG as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Sumitomo Mitsui Financial position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 2,181 Sumitomo Mitsui Financial shares in Q1 2019, an estimated $14K.
  • Prestige Wealth Management Group first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Sumitomo Mitsui Financial position peaked at $14K in Q4 2018.
  • 254 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.