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Reilly Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Reilly Financial Advisors’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
2018
Q3 		– Sell
-3,013
Closed -$23K – 1050
2018
Q2 		$23K Hold
3,013
– – ﹤0.01% 464
2018
Q1 		$26K Buy
+3,013
New +$26.9K ﹤0.01% 417

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Reilly Financial Advisors's SMFG Position: Q3 2018 in Review

Reilly Financial Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 3,013 shares — an estimated $23K sold.

Reilly Financial Advisors first reported a position in SMFG in Q1 2018 and held it in 2 quarters. The position peaked at $26K in Q1 2018. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

  • Reilly Financial Advisors reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 3,013 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $23K.
  • Reilly Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Sumitomo Mitsui Financial position peaked at $26K in Q1 2018.
  • 236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on Reilly Financial Advisors's 13F filing for Q3 2018, filed 19 Oct 2018.