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Spot Trading’s Sumitomo Mitsui Financial SMFG Stock Holding History

Spot Trading’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
2016
Q3 		– Sell
-34,550
Closed -$198K – 3471
2016
Q2 		$198K Buy
+34,550
New +$211K ﹤0.01% 2227
2014
Q4 		– Sell
-13,172
Closed -$108K – 4376
2014
Q3 		$108K Sell
13,172
-46,204
-78% -$379K ﹤0.01% 3485
2014
Q2 		$503K Buy
+59,376
New +$489K ﹤0.01% 2697
2014
Q1 		– Sell
-15,641
Closed -$164K – 4478
2013
Q4 		$164K Sell
15,641
-5,576
-26% -$55.5K ﹤0.01% 3116
2013
Q3 		$206K Sell
21,217
-10,596
-33% -$101K ﹤0.01% 3005
2013
Q2 		$293K Buy
+31,813
New +$284K ﹤0.01% 2790

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spot Trading's SMFG Position: Q3 2016 in Review

Spot Trading sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2016, closing a stake of 34,550 shares — an estimated $198K sold.

Spot Trading first reported a position in SMFG in Q2 2013 and held it in 6 quarters. The position peaked at $503K in Q2 2014. 165 funds tracked by Wall St. Rank hold SMFG as of Q3 2016.

  • Spot Trading reported no remaining Sumitomo Mitsui Financial position as of Q3 2016 after selling out during the quarter.
  • Spot Trading sold 34,550 Sumitomo Mitsui Financial shares in Q3 2016, an estimated $198K.
  • Spot Trading first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 6 quarters.
  • Spot Trading's Sumitomo Mitsui Financial position peaked at $503K in Q2 2014.
  • 165 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2016.

Based on Spot Trading's 13F filing for Q3 2016, filed 31 Oct 2016.