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

Smith Group Asset 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 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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Smith Group Asset Management's SMFG Position: Q2 2017 in Review

Smith Group Asset Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2017, closing a stake of 27,943 shares — an estimated $203K sold.

Smith Group Asset Management first reported a position in SMFG in Q2 2013 and held it in 16 quarters. The position peaked at $306K in Q4 2013. 194 funds tracked by Wall St. Rank hold SMFG as of Q2 2017.

Smith Group Asset Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2017 after selling out during the quarter.
Smith Group Asset Management sold 27,943 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2017, an estimated $203K.
Smith Group Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and held it in 16 quarters.
Smith Group Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $306K in Q4 2013.
194 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 2017.

Based on Smith Group Asset Management's 13F filing for Q2 2017, filed 2 Aug 2017.