Smith Group Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-27,943	Closed	-$203K	–	478
2017 Q1	$203K	Sell	27,943 -1,100	-4%	-$8.54K	0.01%	270
2016 Q4	$222K	Sell	29,043 -300	-1%	-$2.18K	0.01%	243
2016 Q3	$198K	Hold	29,343	–	–	0.01%	258
2016 Q2	$168K	Buy	29,343 +4,400	+18%	+$26.9K	0.01%	278
2016 Q1	$150K	Sell	24,943 -800	-3%	-$4.99K	﹤0.01%	255
2015 Q4	$195K	Hold	25,743	–	–	0.01%	241
2015 Q3	$196K	Hold	25,743	–	–	0.01%	223
2015 Q2	$229K	Sell	25,743 -2,664	-9%	-$23.1K	0.01%	206
2015 Q1	$220K	Hold	28,407	–	–	0.01%	270
2014 Q4	$207K	Hold	28,407	–	–	0.01%	271
2014 Q3	$233K	Hold	28,407	–	–	0.01%	221
2014 Q2	$241K	Hold	28,407	–	–	0.01%	220
2014 Q1	$246K	Sell	28,407 -740	-3%	-$6.92K	0.01%	212
2013 Q4	$306K	Hold	29,147	–	–	0.01%	190
2013 Q3	$284K	Hold	29,147	–	–	0.01%	196
2013 Q2	$269K	Buy	+29,147	New	+$260K	0.01%	214