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Telemus Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

Telemus Capital’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
Q3 		– Sell
-35,079
Closed -$238K – 401
2019
Q2 		$238K Buy
35,079
+3,494
+11% +$24.7K 0.02% 329
2019
Q1 		$222K Sell
31,585
-7,571
-19% -$54.1K 0.02% 386
2018
Q4 		$255K Sell
39,156
-11,355
-22% -$84.8K 0.02% 355
2018
Q3 		$406K Sell
50,511
-24,350
-33% -$192K 0.03% 315
2018
Q2 		$582K Buy
74,861
+1,459
+2% +$12.1K 0.04% 271
2018
Q1 		$624K Sell
73,402
-4,867
-6% -$43.5K 0.05% 262
2017
Q4 		$680K Buy
78,269
+12,041
+18% +$97.6K 0.05% 244
2017
Q3 		$511K Sell
66,228
-33,586
-34% -$256K 0.06% 201
2017
Q2 		$785K Buy
+99,814
New +$742K 0.08% 180
2013
Q4 		– Sell
-11,836
Closed -$115K – 147
2013
Q3 		$115K Buy
+11,836
New +$112K 0.03% 166

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $26.8B AUM 68.38% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Telemus Capital's SMFG Position: Q3 2019 in Review

Telemus Capital sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 35,079 shares — an estimated $238K sold.

Telemus Capital first reported a position in SMFG in Q3 2013 and held it in 10 quarters. The position peaked at $785K in Q2 2017. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Telemus Capital reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Telemus Capital sold 35,079 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $238K.
  • Telemus Capital first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 10 quarters.
  • Telemus Capital's Sumitomo Mitsui Financial position peaked at $785K in Q2 2017.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Telemus Capital's 13F filing for Q3 2019, filed 12 Nov 2019.