SevenBridge Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

SevenBridge Financial Group’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 Q3	–	Sell	-525	Closed	-$4K	–	505
2019 Q2	$4K	Hold	525	–	–	﹤0.01%	545
2019 Q1	$4K	Hold	525	–	–	﹤0.01%	516
2018 Q4	$3K	Hold	525	–	–	﹤0.01%	498
2018 Q3	$4K	Hold	525	–	–	﹤0.01%	513
2018 Q2	$4K	Hold	525	–	–	﹤0.01%	516
2018 Q1	$4K	Sell	525 -575	-52%	-$5.14K	﹤0.01%	527
2017 Q4	$10K	Hold	1,100	–	–	0.01%	438
2017 Q3	$8K	Hold	1,100	–	–	﹤0.01%	473
2017 Q2	$9K	Hold	1,100	–	–	0.01%	470
2017 Q1	$8K	Hold	1,100	–	–	0.01%	460
2016 Q4	$7K	Hold	1,100	–	–	0.01%	484
2016 Q3	$7K	Sell	1,100 -1,000	-48%	-$6.49K	0.01%	479
2016 Q2	$12K	Buy	+2,100	New	+$12.8K	0.01%	494

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

CAC

Cowen and Company New York $2.97B AUM 105.26% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

SevenBridge Financial Group's SMFG Position: Q3 2019 in Review

SevenBridge Financial Group sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 525 shares — an estimated $4K sold.

SevenBridge Financial Group first reported a position in SMFG in Q2 2016 and held it in 13 quarters. The position peaked at $12K in Q2 2016. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

SevenBridge Financial Group reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 525 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $4K.
SevenBridge Financial Group first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's Sumitomo Mitsui Financial position peaked at $12K in Q2 2016.
223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.