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United Services Automobile Association’s Sumitomo Mitsui Financial SMFG Stock Holding History

United Services Automobile Association’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
2019
Q3 		– Sell
-75,628
Closed -$534K – 1529
2019
Q2 		$534K Sell
75,628
-6,737
-8% -$47.7K ﹤0.01% 1595
2019
Q1 		$579K Sell
82,365
-5,883
-7% -$42.1K ﹤0.01% 1571
2018
Q4 		$574K Sell
88,248
-5,415
-6% -$40.4K ﹤0.01% 1494
2018
Q3 		$752K Sell
93,663
-32,201
-26% -$255K ﹤0.01% 1486
2018
Q2 		$978K Buy
125,864
+3,315
+3% +$27.5K ﹤0.01% 1381
2018
Q1 		$1.04M Sell
122,549
-9,807
-7% -$87.6K ﹤0.01% 1360
2017
Q4 		$1.15M Buy
132,356
+1,606
+1% +$13K ﹤0.01% 1189
2017
Q3 		$1.01M Sell
130,750
-498
-0.4% -$3.8K ﹤0.01% 1188
2017
Q2 		$1.03M Buy
+131,248
New +$975K ﹤0.01% 1155
2016
Q1 		– Sell
-97,008
Closed -$736K – 1346
2015
Q4 		$736K Buy
97,008
+1,752
+2% +$13.8K ﹤0.01% 1137
2015
Q3 		$727K Buy
95,256
+4,215
+5% +$35.4K ﹤0.01% 1122
2015
Q2 		$809K Sell
91,041
-1,686
-2% -$14.6K ﹤0.01% 1148
2015
Q1 		$718K Buy
92,727
+23,039
+33% +$172K ﹤0.01% 1155
2014
Q4 		$507K Sell
69,688
-10,780
-13% -$81.8K ﹤0.01% 1175
2014
Q3 		$660K Sell
80,468
-328
-0.4% -$2.69K ﹤0.01% 1130
2014
Q2 		$684K Buy
80,796
+32,205
+66% +$265K ﹤0.01% 1125
2014
Q1 		$420K Buy
48,591
+19,797
+69% +$185K ﹤0.01% 1160
2013
Q4 		$302K Buy
+28,794
New +$286K ﹤0.01% 1196

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

United Services Automobile Association's SMFG Position: Q3 2019 in Review

United Services Automobile Association sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 75,628 shares — an estimated $534K sold.

United Services Automobile Association first reported a position in SMFG in Q4 2013 and held it in 18 quarters. The position peaked at $1.15M in Q4 2017. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • United Services Automobile Association reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • United Services Automobile Association sold 75,628 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $534K.
  • United Services Automobile Association first reported a position in Sumitomo Mitsui Financial in Q4 2013 and held it in 18 quarters.
  • United Services Automobile Association's Sumitomo Mitsui Financial position peaked at $1.15M in Q4 2017.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on United Services Automobile Association's 13F filing for Q3 2019, filed 13 Nov 2019.