Thompson Davis & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Thompson Davis & 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
2017 Q4	–	Sell	-2,184	Closed	-$17K	–	1028
2017 Q3	$17K	Hold	2,184	–	–	0.03%	530
2017 Q2	$17K	Buy	2,184 +79	+4%	+$587	0.03%	523
2017 Q1	$15K	Sell	2,105 -109	-5%	-$847	0.02%	590
2016 Q4	$17K	Hold	2,214	–	–	0.03%	550
2016 Q3	$15K	Hold	2,214	–	–	0.03%	561
2016 Q2	$13K	Hold	2,214	–	–	0.02%	580
2016 Q1	$13K	Hold	2,214	–	–	0.02%	588
2015 Q4	$17K	Hold	2,214	–	–	0.02%	511
2015 Q3	$17K	Buy	2,214 +457	+26%	+$3.84K	0.02%	515
2015 Q2	$16K	Hold	1,757	–	–	0.02%	610
2015 Q1	$14K	Hold	1,757	–	–	0.02%	650
2014 Q4	$13K	Hold	1,757	–	–	0.02%	669
2014 Q3	$14K	Buy	+1,757	New	+$14.4K	0.02%	584

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thompson Davis & Co's SMFG Position: Q4 2017 in Review

Thompson Davis & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2017, closing a stake of 2,184 shares — an estimated $17K sold.

Thompson Davis & Co first reported a position in SMFG in Q3 2014 and held it in 13 quarters. The position peaked at $17K in Q3 2017. 228 funds tracked by Wall St. Rank hold SMFG as of Q4 2017.

Thompson Davis & Co reported no remaining Sumitomo Mitsui Financial position as of Q4 2017 after selling out during the quarter.
Thompson Davis & Co sold 2,184 Sumitomo Mitsui Financial shares in Q4 2017, an estimated $17K.
Thompson Davis & Co first reported a position in Sumitomo Mitsui Financial in Q3 2014 and held it in 13 quarters.
Thompson Davis & Co's Sumitomo Mitsui Financial position peaked at $17K in Q3 2017.
228 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2017.

Based on Thompson Davis & Co's 13F filing for Q4 2017, filed 5 Feb 2018.