Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PCP
Proficio Capital Partners’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Proficio Capital Partners’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q3
–
Sell
-5,252
Closed
-$37K
–
1302
2019
Q2
$37K
Sell
5,252
-540
-9%
-$3.82K
0.01%
475
2019
Q1
$41K
Sell
5,792
-6,964
-55%
-$49.8K
0.01%
412
2018
Q4
$83K
Buy
12,756
+170
+1%
+$1.27K
0.04%
191
2018
Q3
$101K
Sell
12,586
-2,912
-19%
-$23K
0.03%
199
2018
Q2
$120K
Sell
15,498
-561
-3%
-$4.66K
0.05%
180
2018
Q1
$137K
Buy
16,059
+1,064
+7%
+$9.51K
0.04%
170
2017
Q4
$130K
Buy
14,995
+250
+2%
+$2.03K
0.04%
175
2017
Q3
$114K
Sell
14,745
-3,426
-19%
-$26.1K
0.05%
226
2017
Q2
$142K
Buy
18,171
+7,791
+75%
+$57.9K
0.06%
203
2017
Q1
$76K
Buy
10,380
+4,032
+64%
+$31.3K
0.03%
296
2016
Q4
$48K
Buy
6,348
+929
+17%
+$6.75K
0.02%
276
2016
Q3
$37K
Hold
5,419
–
–
0.02%
325
2016
Q2
$32K
Buy
5,419
+3,816
+238%
+$23.3K
0.02%
346
2016
Q1
$10K
Sell
1,603
-1,611
-50%
-$10K
0.01%
412
2015
Q4
$24K
Buy
+3,214
New
+$25.3K
0.02%
174
Other funds holding SMFG
Fisher Asset Management
Camas, Washington
$295B AUM
31.6%
1-Year Est. Return
Lazard Asset Management
New York
$60.8B AUM
22.47%
1-Year Est. Return
LP
LMR Partners
London, United Kingdom
$45.4B AUM
60.68%
1-Year Est. Return
CAC
Cowen and Company
New York
$2.97B AUM
105.26%
1-Year Est. Return
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
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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
Renaissance Technologies
New York
$63.9B AUM
45.56%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close