Veritable’s Sumitomo Mitsui Financial SMFG Stock Holding History

Veritable’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
2015 Q2	–	Sell	-10,387	Closed	-$80K	–	859
2015 Q1	$80K	Buy	+10,387	New	+$77.7K	﹤0.01%	916

Other funds holding SMFG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

PPA

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

Veritable's SMFG Position: Q2 2015 in Review

Veritable sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2015, closing a stake of 10,387 shares — an estimated $80K sold.

Veritable first reported a position in SMFG in Q1 2015 and held it in 1 quarter. The position peaked at $80K in Q1 2015. 175 funds tracked by Wall St. Rank hold SMFG as of Q2 2015.

Veritable reported no remaining Sumitomo Mitsui Financial position as of Q2 2015 after selling out during the quarter.
Veritable sold 10,387 Sumitomo Mitsui Financial shares in Q2 2015, an estimated $80K.
Veritable first reported a position in Sumitomo Mitsui Financial in Q1 2015 and held it in 1 quarter.
Veritable's Sumitomo Mitsui Financial position peaked at $80K in Q1 2015.
175 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2015.

Based on Veritable's 13F filing for Q2 2015, filed 14 Aug 2015.