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Principle Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Principle Wealth Partners’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
2020
Q3 		– Sell
-7,930
Closed -$45K – 382
2020
Q2 		$45K Buy
+7,930
New +$42.8K 0.01% 287

Other funds holding SMFG

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CIM
Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return

Principle Wealth Partners's SMFG Position: Q3 2020 in Review

Principle Wealth Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2020, closing a stake of 7,930 shares — an estimated $45K sold.

Principle Wealth Partners first reported a position in SMFG in Q2 2020 and held it in 1 quarter. The position peaked at $45K in Q2 2020. 201 funds tracked by Wall St. Rank hold SMFG as of Q3 2020.

  • Principle Wealth Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 7,930 Sumitomo Mitsui Financial shares in Q3 2020, an estimated $45K.
  • Principle Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's Sumitomo Mitsui Financial position peaked at $45K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.