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Stifel Nicolaus & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Stifel Nicolaus & Co’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
2013
Q3 		$184K Sell
18,870
-102
-0.5% -$968 ﹤0.01% 1385
2013
Q2 		$175K Buy
+18,972
New +$169K ﹤0.01% 1296

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Stifel Nicolaus & Co's SMFG Position: Q3 2013 in Review

Stifel Nicolaus & Co reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.54% in Q3 2013, selling an estimated $968 and leaving 18,870 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Stifel Nicolaus & Co first reported a position in SMFG in Q2 2013 and has held it in 2 quarters since. 141 funds tracked by Wall St. Rank hold SMFG as of Q3 2013.

  • Stifel Nicolaus & Co held 18,870 shares of Sumitomo Mitsui Financial worth $184K as of Q3 2013.
  • Stifel Nicolaus & Co sold 102 Sumitomo Mitsui Financial shares in Q3 2013, an estimated $968.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Stifel Nicolaus & Co's portfolio in Q3 2013, its #1385 holding.
  • Stifel Nicolaus & Co first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 2 quarters since.
  • 141 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2013.

Based on Stifel Nicolaus & Co's 13F filing for Q3 2013, filed 13 Nov 2013.