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

Rotella 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
2015
Q4 		– Sell
-17,800
Closed -$136K – 553
2015
Q3 		$136K Buy
+17,800
New +$150K 0.04% 383

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Rotella Capital Management's SMFG Position: Q4 2015 in Review

Rotella Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2015, closing a stake of 17,800 shares — an estimated $136K sold.

Rotella Capital Management first reported a position in SMFG in Q3 2015 and held it in 1 quarter. The position peaked at $136K in Q3 2015. 197 funds tracked by Wall St. Rank hold SMFG as of Q4 2015.

  • Rotella Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2015 after selling out during the quarter.
  • Rotella Capital Management sold 17,800 Sumitomo Mitsui Financial shares in Q4 2015, an estimated $136K.
  • Rotella Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 1 quarter.
  • Rotella Capital Management's Sumitomo Mitsui Financial position peaked at $136K in Q3 2015.
  • 197 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2015.

Based on Rotella Capital Management's 13F filing for Q4 2015, filed 9 Feb 2016.