Rockefeller Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Rockefeller Financial Services’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
2017 Q4	$287K	Hold	33,082	–	–	﹤0.01%	316
2017 Q3	$255K	Hold	33,082	–	–	﹤0.01%	312
2017 Q2	$260K	Hold	33,082	–	–	0.01%	278
2017 Q1	$240K	Hold	33,082	–	–	﹤0.01%	295
2016 Q4	$253K	Buy	+33,082	New	+$240K	0.01%	303
2016 Q3	–	Sell	-90,637	Closed	-$518K	–	482
2016 Q2	$518K	Hold	90,637	–	–	0.01%	245
2016 Q1	$545K	Buy	+90,637	New	+$565K	0.01%	239

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Rockefeller Financial Services's SMFG Position: Q4 2017 in Review

Rockefeller Financial Services held its Sumitomo Mitsui Financial (SMFG) position steady in Q4 2017 at 33,082 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Rockefeller Financial Services first reported a position in SMFG in Q1 2016 and has held it in 7 quarters since. The position peaked at $545K in Q1 2016. 228 funds tracked by Wall St. Rank hold SMFG as of Q4 2017.

Rockefeller Financial Services held 33,082 shares of Sumitomo Mitsui Financial worth $287K as of Q4 2017.
Rockefeller Financial Services left its Sumitomo Mitsui Financial share count unchanged in Q4 2017.
Sumitomo Mitsui Financial made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #316 holding.
Rockefeller Financial Services first reported a position in Sumitomo Mitsui Financial in Q1 2016 and has held it in 7 quarters since.
Rockefeller Financial Services's Sumitomo Mitsui Financial position peaked at $545K in Q1 2016.
228 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.