TL
SMFG icon

TrueWealth LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

TrueWealth LLC’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
-2,865
Closed -$23K – 801
2018
Q3 		$23K Hold
2,865
– – 0.01% 372
2018
Q2 		$22K Hold
2,865
– – 0.01% 375
2018
Q1 		$24K Sell
2,865
-1,047
-27% -$9.36K 0.01% 339
2017
Q4 		$34K Buy
+3,912
New +$31.7K 0.02% 337

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $693M AUM 31.93% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

TrueWealth LLC's SMFG Position: Q4 2018 in Review

TrueWealth LLC sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2018, closing a stake of 2,865 shares — an estimated $23K sold.

TrueWealth LLC first reported a position in SMFG in Q4 2017 and held it in 4 quarters. The position peaked at $34K in Q4 2017. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

  • TrueWealth LLC reported no remaining Sumitomo Mitsui Financial position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 2,865 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $23K.
  • TrueWealth LLC first reported a position in Sumitomo Mitsui Financial in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Sumitomo Mitsui Financial position peaked at $34K in Q4 2017.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.