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Trust & Fiduciary Management Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

Trust & Fiduciary Management Services’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
2014
Q1 		– Sell
-4,728
Closed -$50K – 125
2013
Q4 		$50K Sell
4,728
-525
-10% -$5.22K 0.03% 66
2013
Q3 		$51K Buy
+5,253
New +$49.9K 0.04% 66

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Trust & Fiduciary Management Services's SMFG Position: Q1 2014 in Review

Trust & Fiduciary Management Services sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2014, closing a stake of 4,728 shares — an estimated $50K sold.

Trust & Fiduciary Management Services first reported a position in SMFG in Q3 2013 and held it in 2 quarters. The position peaked at $51K in Q3 2013. 162 funds tracked by Wall St. Rank hold SMFG as of Q1 2014.

  • Trust & Fiduciary Management Services reported no remaining Sumitomo Mitsui Financial position as of Q1 2014 after selling out during the quarter.
  • Trust & Fiduciary Management Services sold 4,728 Sumitomo Mitsui Financial shares in Q1 2014, an estimated $50K.
  • Trust & Fiduciary Management Services first reported a position in Sumitomo Mitsui Financial in Q3 2013 and held it in 2 quarters.
  • Trust & Fiduciary Management Services's Sumitomo Mitsui Financial position peaked at $51K in Q3 2013.
  • 162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2014.

Based on Trust & Fiduciary Management Services's 13F filing for Q1 2014, filed 15 May 2014.