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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
$287K Hold
2017
Q3
$255K Hold
2017
Q2
$260K Hold
2017
Q1
$240K Hold
2016
Q4
$253K Buy
2016
Q3
Sell
2016
Q2
$518K Hold
2016
Q1
$545K Buy