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RegentAtlantic Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

RegentAtlantic Capital’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
2015
Q1 		– Sell
-290
Closed -$2.11K – 845
2014
Q4 		$2.11K Buy
+290
New +$2.2K ﹤0.01% 1123

Other funds holding SMFG

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MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RegentAtlantic Capital's SMFG Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2015, closing a stake of 290 shares — an estimated $2.11K sold.

RegentAtlantic Capital first reported a position in SMFG in Q4 2014 and held it in 1 quarter. The position peaked at $2.11K in Q4 2014. 167 funds tracked by Wall St. Rank hold SMFG as of Q1 2015.

  • RegentAtlantic Capital reported no remaining Sumitomo Mitsui Financial position as of Q1 2015 after selling out during the quarter.
  • RegentAtlantic Capital sold 290 Sumitomo Mitsui Financial shares in Q1 2015, an estimated $2.11K.
  • RegentAtlantic Capital first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 1 quarter.
  • RegentAtlantic Capital's Sumitomo Mitsui Financial position peaked at $2.11K in Q4 2014.
  • 167 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.