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Wambolt & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wambolt & Associates’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
2019
Q3 		– Sell
-19,465
Closed -$137K – 163
2019
Q2 		$137K Sell
19,465
-510
-3% -$3.61K 0.12% 157
2019
Q1 		$143K Sell
19,975
-589
-3% -$4.21K 0.13% 148
2018
Q4 		$134K Buy
+20,564
New +$154K 0.15% 141

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
CAC
Cowen and Company New York $2.97B AUM 105.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wambolt & Associates's SMFG Position: Q3 2019 in Review

Wambolt & Associates sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2019, closing a stake of 19,465 shares — an estimated $137K sold.

Wambolt & Associates first reported a position in SMFG in Q4 2018 and held it in 3 quarters. The position peaked at $143K in Q1 2019. 223 funds tracked by Wall St. Rank hold SMFG as of Q3 2019.

  • Wambolt & Associates reported no remaining Sumitomo Mitsui Financial position as of Q3 2019 after selling out during the quarter.
  • Wambolt & Associates sold 19,465 Sumitomo Mitsui Financial shares in Q3 2019, an estimated $137K.
  • Wambolt & Associates first reported a position in Sumitomo Mitsui Financial in Q4 2018 and held it in 3 quarters.
  • Wambolt & Associates's Sumitomo Mitsui Financial position peaked at $143K in Q1 2019.
  • 223 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2019.

Based on Wambolt & Associates's 13F filing for Q3 2019, filed 15 Oct 2019.