VAM
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Visionary Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Visionary Asset Management’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
Q3 		– Sell
-1,966
Closed -$17K – 300
2014
Q2 		$17K Buy
+1,966
New +$16.2K ﹤0.01% 236

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Visionary Asset Management's SMFG Position: Q3 2014 in Review

Visionary Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2014, closing a stake of 1,966 shares — an estimated $17K sold.

Visionary Asset Management first reported a position in SMFG in Q2 2014 and held it in 1 quarter. The position peaked at $17K in Q2 2014. 162 funds tracked by Wall St. Rank hold SMFG as of Q3 2014.

  • Visionary Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2014 after selling out during the quarter.
  • Visionary Asset Management sold 1,966 Sumitomo Mitsui Financial shares in Q3 2014, an estimated $17K.
  • Visionary Asset Management first reported a position in Sumitomo Mitsui Financial in Q2 2014 and held it in 1 quarter.
  • Visionary Asset Management's Sumitomo Mitsui Financial position peaked at $17K in Q2 2014.
  • 162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2014.

Based on Visionary Asset Management's 13F filing for Q3 2014, filed 30 Oct 2014.