RPg Family Wealth Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-2,037	Closed	-$15.6K	–	326
2016 Q4	$15.6K	Sell	2,037 -362	-15%	-$2.63K	0.01%	212
2016 Q3	$16.2K	Buy	2,399 +332	+16%	+$2.15K	0.01%	200
2016 Q2	$11.8K	Buy	+2,067	New	+$12.6K	0.01%	242
2016 Q1	–	Sell	-1,879	Closed	-$14.3K	–	285
2015 Q4	$14.3K	Buy	+1,879	New	+$14.8K	0.01%	171

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

RPg Family Wealth Advisory's SMFG Position: Q1 2017 in Review

RPg Family Wealth Advisory sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2017, closing a stake of 2,037 shares — an estimated $15.6K sold.

RPg Family Wealth Advisory first reported a position in SMFG in Q4 2015 and held it in 4 quarters. The position peaked at $16.2K in Q3 2016. 178 funds tracked by Wall St. Rank hold SMFG as of Q1 2017.

RPg Family Wealth Advisory reported no remaining Sumitomo Mitsui Financial position as of Q1 2017 after selling out during the quarter.
RPg Family Wealth Advisory sold 2,037 Sumitomo Mitsui Financial shares in Q1 2017, an estimated $15.6K.
RPg Family Wealth Advisory first reported a position in Sumitomo Mitsui Financial in Q4 2015 and held it in 4 quarters.
RPg Family Wealth Advisory's Sumitomo Mitsui Financial position peaked at $16.2K in Q3 2016.
178 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2017, filed 12 May 2017.