Renaissance Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Renaissance Group’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
2016 Q2	–	Sell	-2,201,937	Closed	-$13.2M	–	281
2016 Q1	$13.2M	Buy	2,201,937 +443,398	+25%	+$2.77M	0.53%	85
2015 Q4	$13.3M	Sell	1,758,539 -5,067	-0.3%	-$39.9K	0.52%	86
2015 Q3	$13.5M	Buy	1,763,606 +41,912	+2%	+$352K	0.53%	74
2015 Q2	$15.3M	Buy	1,721,694 +24,162	+1%	+$210K	0.58%	64
2015 Q1	$13.1M	Buy	1,697,532 +226,905	+15%	+$1.7M	0.5%	89
2014 Q4	$10.7M	Buy	+1,470,627	New	+$11.2M	0.42%	96

Other funds holding SMFG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Renaissance Group's SMFG Position: Q2 2016 in Review

Renaissance Group sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2016, closing a stake of 2,201,937 shares — an estimated $13.2M sold.

Renaissance Group first reported a position in SMFG in Q4 2014 and held it in 6 quarters. The position peaked at $15.3M in Q2 2015. 171 funds tracked by Wall St. Rank hold SMFG as of Q2 2016.

Renaissance Group reported no remaining Sumitomo Mitsui Financial position as of Q2 2016 after selling out during the quarter.
Renaissance Group sold 2,201,937 Sumitomo Mitsui Financial shares in Q2 2016, an estimated $13.2M.
Renaissance Group first reported a position in Sumitomo Mitsui Financial in Q4 2014 and held it in 6 quarters.
Renaissance Group's Sumitomo Mitsui Financial position peaked at $15.3M in Q2 2015.
171 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2016.

Based on Renaissance Group's 13F filing for Q2 2016, filed 10 Aug 2016.