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

Sonora Investment 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
2019 Q2	–	Sell	-196	Closed	-$1K	–	1735
2019 Q1	$1K	Hold	196	–	–	﹤0.01%	1448
2018 Q4	$1K	Hold	196	–	–	﹤0.01%	1210
2018 Q3	$2K	Hold	196	–	–	﹤0.01%	1123
2018 Q2	$2K	Hold	196	–	–	﹤0.01%	1072
2018 Q1	$1.67K	Hold	196	–	–	﹤0.01%	1081
2017 Q4	$1.7K	Hold	196	–	–	﹤0.01%	1088
2017 Q3	$1.51K	Buy	+196	New	+$1.49K	﹤0.01%	1021

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Sonora Investment Management's SMFG Position: Q2 2019 in Review

Sonora Investment Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2019, closing a stake of 196 shares — an estimated $1K sold.

Sonora Investment Management first reported a position in SMFG in Q3 2017 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

Sonora Investment Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2019 after selling out during the quarter.
Sonora Investment Management sold 196 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2019, an estimated $1K.
Sonora Investment Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2017 and held it in 7 quarters.
Sonora Investment Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2K in Q3 2018.
258 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 2019.

Based on Sonora Investment Management's 13F filing for Q2 2019, filed 19 Jul 2019.