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TrustCore Financial Services’s Sumitomo Mitsui Financial SMFG Stock Holding History

TrustCore Financial 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
2018
Q3 		– Sell
-767
Closed -$6K – 959
2018
Q2 		$6K Buy
+767
New +$6.37K ﹤0.01% 653

Other funds holding SMFG

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CI
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TrustCore Financial Services's SMFG Position: Q3 2018 in Review

TrustCore Financial Services sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 767 shares — an estimated $6K sold.

TrustCore Financial Services first reported a position in SMFG in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

  • TrustCore Financial Services reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
  • TrustCore Financial Services sold 767 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $6K.
  • TrustCore Financial Services first reported a position in Sumitomo Mitsui Financial in Q2 2018 and held it in 1 quarter.
  • TrustCore Financial Services's Sumitomo Mitsui Financial position peaked at $6K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on TrustCore Financial Services's 13F filing for Q3 2018, filed 9 Nov 2018.