Wagner Wealth Management (South Carolina)’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Wagner Wealth Management (South Carolina)’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	$3K	Buy	355 +243	+217%	+$1.92K	﹤0.01%	527
2018 Q2	$1K	Hold	112	–	–	﹤0.01%	625
2018 Q1	$1K	Buy	+112	New	+$1K	﹤0.01%	582

Other funds holding SMFG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

PPA

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s SMFG Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 217% in Q3 2018, buying an estimated $1.92K and bringing the position to 355 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

Wagner Wealth Management (South Carolina) first reported a position in SMFG in Q1 2018 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

Wagner Wealth Management (South Carolina) held 355 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3K as of Q3 2018.
Wagner Wealth Management (South Carolina) bought 243 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2018, an estimated $1.92K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #527 holding.
Wagner Wealth Management (South Carolina) first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2018 and has held it in 3 quarters since.
237 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.