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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
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Proficio Capital Partners's SMFG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 5,252 shares — an estimated $37K sold.

Proficio Capital Partners first reported a position in SMFG in Q4 2015 and held it in 15 quarters. The position peaked at $142K in Q2 2017. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Proficio Capital Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 5,252 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $37K.
  • Proficio Capital Partners first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Sumitomo Mitsui Financial position peaked at $142K in Q2 2017.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.