Valley National Advisers’s Sumitomo Mitsui Financial SMFG Stock Holding History

Valley National Advisers’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
2020 Q1	–	Sell	-741	Closed	-$5K	–	834
2019 Q4	$5K	Buy	+741	New	+$5.33K	﹤0.01%	610
2019 Q1	–	Sell	-348	Closed	-$2K	–	811
2018 Q4	$2K	Buy	+348	New	+$2.6K	﹤0.01%	664

Other funds holding SMFG

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

CIM

Cowen Investment Management New York $12M AUM 1.47% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

PPA

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valley National Advisers's SMFG Position: Q1 2020 in Review

Valley National Advisers sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 741 shares — an estimated $5K sold.

Valley National Advisers first reported a position in SMFG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

Valley National Advisers reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
Valley National Advisers sold 741 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $5K.
Valley National Advisers first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 2 quarters.
Valley National Advisers's Sumitomo Mitsui Financial position peaked at $5K in Q4 2019.
219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Valley National Advisers's 13F filing for Q1 2020, filed 13 May 2020.