Ronald Blue & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ronald Blue & Co’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 Q2	$91K	Buy	+11,675	New	+$86.7K	﹤0.01%	242
2015 Q4	–	Sell	-106,244	Closed	-$811K	–	283
2015 Q3	$811K	Sell	106,244 -20,057	-16%	-$169K	0.04%	93
2015 Q2	$1.12M	Sell	126,301 -2,108	-2%	-$18.3K	0.05%	74
2015 Q1	$994K	Buy	128,409 +7,290	+6%	+$54.5K	0.05%	91
2014 Q4	$882K	Sell	121,119 -7,171	-6%	-$54.4K	0.04%	96
2014 Q3	$1.05M	Buy	128,290 +12,973	+11%	+$106K	0.07%	69
2014 Q2	$977K	Buy	115,317 +9,200	+9%	+$75.8K	0.06%	81
2014 Q1	$918K	Buy	106,117 +7,094	+7%	+$66.4K	0.07%	84
2013 Q4	$1.04M	Buy	99,023 +5,304	+6%	+$52.8K	0.08%	75
2013 Q3	$912K	Buy	93,719 +3,084	+3%	+$29.3K	0.07%	70
2013 Q2	$836K	Buy	+90,635	New	+$809K	0.07%	45

Other funds holding SMFG

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Ronald Blue & Co's SMFG Position: Q2 2017 in Review

Ronald Blue & Co opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2017: 11,675 shares worth $91K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: Ronald Blue & Co previously reported a position in SMFG as recently as Q3 2015.

Ronald Blue & Co first reported a position in SMFG in Q2 2013 and has held it in 11 quarters since. The position peaked at $1.12M in Q2 2015. 194 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

Ronald Blue & Co held 11,675 shares of Sumitomo Mitsui Financial worth $91K as of Q2 2017.
Sumitomo Mitsui Financial was a new Ronald Blue & Co position in Q2 2017.
Sumitomo Mitsui Financial made up ﹤0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #242 holding.
Ronald Blue & Co first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 11 quarters since.
Ronald Blue & Co's Sumitomo Mitsui Financial position peaked at $1.12M in Q2 2015.
194 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.