Riverhead Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Riverhead Capital Management’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 Q4	–	Sell	-70,800	Closed	-$569K	–	1554
2018 Q3	$569K	Hold	70,800	–	–	0.02%	703
2018 Q2	$550K	Hold	70,800	–	–	0.02%	652
2018 Q1	$602K	Hold	70,800	–	–	0.03%	583
2017 Q4	$615K	Hold	70,800	–	–	0.03%	582
2017 Q3	$546K	Hold	70,800	–	–	0.03%	572
2017 Q2	$557K	Hold	70,800	–	–	0.03%	545
2017 Q1	$513K	Hold	70,800	–	–	0.03%	528
2016 Q4	$541K	Hold	70,800	–	–	0.03%	471
2016 Q3	$478K	Sell	70,800 -84,993	-55%	-$551K	0.03%	477
2016 Q2	$891K	Sell	155,793 -298,603	-66%	-$1.82M	0.03%	456
2016 Q1	$2.73M	Sell	454,396 -17,704	-4%	-$110K	0.04%	452
2015 Q4	$3.58M	Hold	472,100	–	–	0.05%	398
2015 Q3	$3.6M	Hold	472,100	–	–	0.06%	357
2015 Q2	$4.2M	Hold	472,100	–	–	0.06%	357
2015 Q1	$3.65M	Hold	472,100	–	–	0.06%	373
2014 Q4	$3.44M	Hold	472,100	–	–	0.05%	365
2014 Q3	$3.87M	Hold	472,100	–	–	0.07%	332
2014 Q2	$4M	Hold	472,100	–	–	0.07%	310
2014 Q1	$4.08M	Buy	+472,100	New	+$4.42M	0.09%	276

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

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

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

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

PPA

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

NMC

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

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

Riverhead Capital Management's SMFG Position: Q4 2018 in Review

Riverhead Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2018, closing a stake of 70,800 shares — an estimated $569K sold.

Riverhead Capital Management first reported a position in SMFG in Q1 2014 and held it in 19 quarters. The position peaked at $4.2M in Q2 2015. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

Riverhead Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2018 after selling out during the quarter.
Riverhead Capital Management sold 70,800 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $569K.
Riverhead Capital Management first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 19 quarters.
Riverhead Capital Management's Sumitomo Mitsui Financial position peaked at $4.2M in Q2 2015.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on Riverhead Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.