TCI Wealth Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

TCI Wealth Advisors’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
2020 Q1	–	Sell	-4,291	Closed	-$32K	–	1734
2019 Q4	$32K	Buy	4,291 +2,275	+113%	+$16.4K	0.01%	465
2019 Q3	$14K	Hold	2,016	–	–	0.01%	563
2019 Q2	$14K	Hold	2,016	–	–	0.01%	552
2019 Q1	$14K	Hold	2,016	–	–	0.01%	571
2018 Q4	$13K	Hold	2,016	–	–	0.01%	572
2018 Q3	$16K	Hold	2,016	–	–	0.01%	553
2018 Q2	$16K	Hold	2,016	–	–	0.01%	537
2018 Q1	$17K	Sell	2,016 -714	-26%	-$6.38K	0.01%	522
2017 Q4	$24K	Buy	2,730 +714	+35%	+$5.79K	0.01%	464
2017 Q3	$16K	Hold	2,016	–	–	0.01%	505
2017 Q2	$16K	Hold	2,016	–	–	0.01%	501
2017 Q1	$15K	Sell	2,016 -38	-2%	-$295	0.01%	503
2016 Q4	$16K	Hold	2,054	–	–	0.01%	534
2016 Q3	$14K	Hold	2,054	–	–	0.01%	506
2016 Q2	$12K	Hold	2,054	–	–	0.01%	526
2016 Q1	$12K	Hold	2,054	–	–	0.01%	543
2015 Q4	$16K	Hold	2,054	–	–	0.01%	476
2015 Q3	$16K	Sell	2,054 -60	-3%	-$504	0.01%	432
2015 Q2	$19K	Hold	2,114	–	–	0.01%	416
2015 Q1	$16K	Buy	+2,114	New	+$15.8K	0.01%	385
2014 Q4	–	Sell	-2,140	Closed	-$18K	–	923
2014 Q3	$18K	Hold	2,140	–	–	0.01%	349
2014 Q2	$18K	Hold	2,140	–	–	0.01%	354
2014 Q1	$19K	Hold	2,140	–	–	0.01%	337
2013 Q4	$22K	Hold	2,140	–	–	0.01%	332
2013 Q3	$0	Buy	+2,140	New	+$20.3K	﹤0.01%	832

Other funds holding SMFG

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

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TCI Wealth Advisors's SMFG Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 4,291 shares — an estimated $32K sold.

TCI Wealth Advisors first reported a position in SMFG in Q3 2013 and held it in 25 quarters. The position peaked at $32K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

TCI Wealth Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 4,291 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $32K.
TCI Wealth Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 25 quarters.
TCI Wealth Advisors's Sumitomo Mitsui Financial position peaked at $32K in Q4 2019.
219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.