SAG
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Sterne Agee Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Sterne Agee Group’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
2015
Q1 		$308K Buy
38,815
+5,970
+18% +$44.6K 0.05% 300
2014
Q4 		$239K Sell
32,845
-835
-2% -$6.34K 0.04% 295
2014
Q3 		$277K Buy
+33,680
New +$276K 0.04% 279

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sterne Agee Group's SMFG Position: Q1 2015 in Review

Sterne Agee Group increased its Sumitomo Mitsui Financial (SMFG) stake by 18% in Q1 2015, buying an estimated $44.6K and bringing the position to 38,815 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #300.

Sterne Agee Group first reported a position in SMFG in Q3 2014 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold SMFG as of Q1 2015.

  • Sterne Agee Group held 38,815 shares of Sumitomo Mitsui Financial worth $308K as of Q1 2015.
  • Sterne Agee Group bought 5,970 Sumitomo Mitsui Financial shares in Q1 2015, an estimated $44.6K.
  • Sumitomo Mitsui Financial made up 0.05% of Sterne Agee Group's portfolio in Q1 2015, its #300 holding.
  • Sterne Agee Group first reported a position in Sumitomo Mitsui Financial in Q3 2014 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2015.

Based on Sterne Agee Group's 13F filing for Q1 2015, filed 13 May 2015.