TD Asset Management
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TD Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

TD Asset Management’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
2019
Q2 		– Sell
-17,694
Closed -$127K – 1361
2019
Q1 		$127K Sell
17,694
-2,043
-10% -$14.6K ﹤0.01% 1324
2018
Q4 		$142K Sell
19,737
-3,128
-14% -$23.3K ﹤0.01% 1367
2018
Q3 		$164K Sell
22,865
-7,779
-25% -$61.5K ﹤0.01% 1414
2018
Q2 		$220K Sell
30,644
-10,862
-26% -$90.2K ﹤0.01% 1378
2018
Q1 		$298K Buy
41,506
+1,574
+4% +$14.1K ﹤0.01% 1277
2017
Q4 		$287K Buy
39,932
+14,465
+57% +$117K ﹤0.01% 1266
2017
Q3 		$183K Sell
25,467
-4,538
-15% -$34.6K ﹤0.01% 1275
2017
Q2 		$216K Buy
30,005
+5,795
+24% +$43.1K ﹤0.01% 1305
2017
Q1 		$176K Sell
24,210
-46
-0.2% -$357 ﹤0.01% 1380
2016
Q4 		$185K Sell
24,256
-8,588
-26% -$62.4K ﹤0.01% 1347
2016
Q3 		$222K Buy
32,844
+4,260
+15% +$27.6K ﹤0.01% 1349
2016
Q2 		$164K Sell
28,584
-130
-0.5% -$794 ﹤0.01% 1343
2016
Q1 		$173K Sell
28,714
-2,454
-8% -$15.3K ﹤0.01% 1321
2015
Q4 		$237K Sell
31,168
-388
-1% -$3.05K ﹤0.01% 1283
2015
Q3 		$241K Sell
31,556
-984
-3% -$8.27K ﹤0.01% 1254
2015
Q2 		$252K Sell
32,540
-829
-2% -$7.2K ﹤0.01% 1309
2015
Q1 		$258K Sell
33,369
-39,661
-54% -$297K ﹤0.01% 1282
2014
Q4 		$532K Buy
73,030
+30,885
+73% +$234K ﹤0.01% 1081
2014
Q3 		$346K Buy
42,145
+5,713
+16% +$46.8K ﹤0.01% 1127
2014
Q2 		$309K Hold
36,432
– – ﹤0.01% 1138
2014
Q1 		$315K Hold
36,432
– – ﹤0.01% 1143
2013
Q4 		$382K Sell
36,432
-4,877
-12% -$48.5K ﹤0.01% 1088
2013
Q3 		$402K Buy
41,309
+404
+1% +$3.83K ﹤0.01% 1030
2013
Q2 		$377K Buy
+40,905
New +$365K ﹤0.01% 988

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TD Asset Management's SMFG Position: Q2 2019 in Review

TD Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 17,694 shares — an estimated $127K sold.

TD Asset Management first reported a position in SMFG in Q2 2013 and held it in 24 quarters. The position peaked at $532K in Q4 2014. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

  • TD Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
  • TD Asset Management sold 17,694 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $127K.
  • TD Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 24 quarters.
  • TD Asset Management's Sumitomo Mitsui Financial position peaked at $532K in Q4 2014.
  • 258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on TD Asset Management's 13F filing for Q2 2019, filed 1 Aug 2019.