TRUE Private Wealth Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

TRUE Private 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
2018 Q4	–	Sell	-4,517	Closed	-$36.3K	–	802
2018 Q3	$36.3K	Buy	+4,517	New	+$35.7K	0.01%	512

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

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

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

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

PPA

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

NMC

Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return

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

TRUE Private Wealth Advisors's SMFG Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2018, closing a stake of 4,517 shares — an estimated $36.3K sold.

TRUE Private Wealth Advisors first reported a position in SMFG in Q3 2018 and held it in 1 quarter. The position peaked at $36.3K in Q3 2018. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

TRUE Private Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2018 after selling out during the quarter.
TRUE Private Wealth Advisors sold 4,517 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2018, an estimated $36.3K.
TRUE Private Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2018 and held it in 1 quarter.
TRUE Private Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $36.3K in Q3 2018.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.