SeaCrest Wealth Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

SeaCrest Wealth 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
2019 Q2	–	Sell	-272	Closed	-$2K	–	1638
2019 Q1	$2K	Hold	272	–	–	﹤0.01%	1943
2018 Q4	$2K	Sell	272 -685	-72%	-$5.11K	﹤0.01%	1925
2018 Q3	$8K	Hold	957	–	–	﹤0.01%	1731
2018 Q2	$7K	Hold	957	–	–	﹤0.01%	1727
2018 Q1	$8K	Buy	957 +365	+62%	+$3.26K	﹤0.01%	1673
2017 Q4	$5K	Buy	+592	New	+$4.8K	﹤0.01%	1820

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

PPA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SeaCrest Wealth Management's SMFG Position: Q2 2019 in Review

SeaCrest Wealth Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2019, closing a stake of 272 shares — an estimated $2K sold.

SeaCrest Wealth Management first reported a position in SMFG in Q4 2017 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

SeaCrest Wealth Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2019 after selling out during the quarter.
SeaCrest Wealth Management sold 272 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2019, an estimated $2K.
SeaCrest Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and held it in 6 quarters.
SeaCrest Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $8K in Q3 2018.
258 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 Q2 2019.

Based on SeaCrest Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.