Rowland Carmichael Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Rowland Carmichael Advisors’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	-22,760	Closed	-$183K	–	354
2018 Q3	$183K	Sell	22,760 -10,261	-31%	-$81.1K	0.07%	274
2018 Q2	$257K	Hold	33,021	–	–	0.11%	220
2018 Q1	$281K	Hold	33,021	–	–	0.15%	187
2017 Q4	$287K	Hold	33,021	–	–	0.15%	184
2017 Q3	$255K	Hold	33,021	–	–	0.14%	196
2017 Q2	$260K	Buy	+33,021	New	+$245K	0.15%	177

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

Rowland Carmichael Advisors's SMFG Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2018, closing a stake of 22,760 shares — an estimated $183K sold.

Rowland Carmichael Advisors first reported a position in SMFG in Q2 2017 and held it in 6 quarters. The position peaked at $287K in Q4 2017. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 22,760 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2018, an estimated $183K.
Rowland Carmichael Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2017 and held it in 6 quarters.
Rowland Carmichael Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $287K in Q4 2017.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.