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Rowland Carmichael Advisors’s Sumitomo Mitsui Financial 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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $693M AUM 31.93% 1-Year Est. Return
AG
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 (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 position as of Q4 2018 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 22,760 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $183K.
  • Rowland Carmichael Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 6 quarters.
  • Rowland Carmichael Advisors's Sumitomo Mitsui Financial position peaked at $287K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

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