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Wagner Wealth Management (South Carolina)’s Sumitomo Mitsui Financial 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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 (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 worth $3K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) bought 243 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $1.92K.
  • Sumitomo Mitsui Financial 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 in Q1 2018 and has held it in 3 quarters since.
  • 237 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

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