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Signature Financial Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Signature Financial 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
2017
Q4 		– Sell
-12,716
Closed -$54K – 151
2017
Q3 		$54K Buy
+12,716
New +$96.9K 0.02% 163

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Signature Financial Management's SMFG Position: Q4 2017 in Review

Signature Financial Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2017, closing a stake of 12,716 shares — an estimated $54K sold.

Signature Financial Management first reported a position in SMFG in Q3 2017 and held it in 1 quarter. The position peaked at $54K in Q3 2017. 228 funds tracked by Wall St. Rank hold SMFG as of Q4 2017.

  • Signature Financial Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2017 after selling out during the quarter.
  • Signature Financial Management sold 12,716 Sumitomo Mitsui Financial shares in Q4 2017, an estimated $54K.
  • Signature Financial Management first reported a position in Sumitomo Mitsui Financial in Q3 2017 and held it in 1 quarter.
  • Signature Financial Management's Sumitomo Mitsui Financial position peaked at $54K in Q3 2017.
  • 228 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2017.

Based on Signature Financial Management's 13F filing for Q4 2017, filed 9 Feb 2018.