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SGAM
Steinberg Global Asset Management’s
Sumitomo Mitsui Financial
SMFG
Stock Holding History
Steinberg Global Asset Management’s Portfolio
SMFG Stock Details
SMFG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2016
Q1
–
Sell
-10,784
Closed
-$82K
–
226
2015
Q4
$82K
Sell
10,784
-3,633
-25%
-$28.6K
0.02%
221
2015
Q3
$110K
Sell
14,417
-1,423
-9%
-$12K
0.02%
209
2015
Q2
$141K
Hold
15,840
–
–
0.03%
222
2015
Q1
$123K
Sell
15,840
-1,815
-10%
-$13.6K
0.02%
216
2014
Q4
$129K
Sell
17,655
-340
-2%
-$2.58K
0.03%
181
2014
Q3
$148K
Sell
17,995
-1,060
-6%
-$8.69K
0.03%
183
2014
Q2
$161K
Sell
19,055
-1,940
-9%
-$16K
0.04%
185
2014
Q1
$182K
Buy
20,995
+1,035
+5%
+$9.68K
0.05%
181
2013
Q4
$209K
Hold
19,960
–
–
0.04%
210
2013
Q3
$194K
Sell
19,960
-500
-2%
-$4.75K
0.04%
206
2013
Q2
$189K
Buy
+20,460
New
+$183K
0.05%
198
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JG
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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$63.9B AUM
45.56%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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