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RWA Wealth Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

RWA Wealth Partners’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
Q3 		– Sell
-1,229
Closed -$10K – 621
2018
Q2 		$10K Buy
+1,229
New +$10.2K ﹤0.01% 620
2017
Q4 		– Sell
-22,119
Closed -$171K – 254
2017
Q3 		$171K Buy
+22,119
New +$169K 0.02% 234

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RWA Wealth Partners's SMFG Position: Q3 2018 in Review

RWA Wealth Partners sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 1,229 shares — an estimated $10K sold.

RWA Wealth Partners first reported a position in SMFG in Q3 2017 and held it in 2 quarters. The position peaked at $171K in Q3 2017. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

  • RWA Wealth Partners reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 1,229 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $10K.
  • RWA Wealth Partners first reported a position in Sumitomo Mitsui Financial in Q3 2017 and held it in 2 quarters.
  • RWA Wealth Partners's Sumitomo Mitsui Financial position peaked at $171K in Q3 2017.
  • 236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on RWA Wealth Partners's 13F filing for Q3 2018, filed 14 Nov 2018.