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Sit Investment Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sit Investment Associates’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
Q2 		– Sell
-1,276
Closed -$11K – 560
2018
Q1 		$11K Hold
1,276
– – ﹤0.01% 527
2017
Q4 		$11K Hold
1,276
– – ﹤0.01% 530
2017
Q3 		$10K Hold
1,276
– – ﹤0.01% 536
2017
Q2 		$10K Buy
+1,276
New +$9.48K ﹤0.01% 517

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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

Sit Investment Associates's SMFG Position: Q2 2018 in Review

Sit Investment Associates sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 1,276 shares — an estimated $11K sold.

Sit Investment Associates first reported a position in SMFG in Q2 2017 and held it in 4 quarters. The position peaked at $11K in Q1 2018. 231 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

  • Sit Investment Associates reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
  • Sit Investment Associates sold 1,276 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $11K.
  • Sit Investment Associates first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 4 quarters.
  • Sit Investment Associates's Sumitomo Mitsui Financial position peaked at $11K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on Sit Investment Associates's 13F filing for Q2 2018, filed 19 Jul 2018.