Washington Trust Bank’s Sumitomo Mitsui Financial SMFG Stock Holding History

Washington Trust Bank’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 Q2	–	Sell	-2,950	Closed	-$21K	–	487
2019 Q1	$21K	Hold	2,950	–	–	﹤0.01%	436
2018 Q4	$19K	Hold	2,950	–	–	﹤0.01%	435
2018 Q3	$24K	Hold	2,950	–	–	﹤0.01%	463
2018 Q2	$23K	Hold	2,950	–	–	﹤0.01%	465
2018 Q1	$25K	Buy	+2,950	New	+$26.4K	﹤0.01%	491
2015 Q1	–	Sell	-1,440	Closed	-$10K	–	860
2014 Q4	$10K	Hold	1,440	–	–	﹤0.01%	716
2014 Q3	$12K	Hold	1,440	–	–	﹤0.01%	672
2014 Q2	$12K	Sell	1,440 -1,500	-51%	-$12.4K	﹤0.01%	708
2014 Q1	$25K	Buy	+2,940	New	+$27.5K	0.01%	577

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Washington Trust Bank's SMFG Position: Q2 2019 in Review

Washington Trust Bank sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2019, closing a stake of 2,950 shares — an estimated $21K sold.

Washington Trust Bank first reported a position in SMFG in Q1 2014 and held it in 9 quarters. The position peaked at $25K in Q1 2018. 258 funds tracked by Wall St. Rank hold SMFG as of Q2 2019.

Washington Trust Bank reported no remaining Sumitomo Mitsui Financial position as of Q2 2019 after selling out during the quarter.
Washington Trust Bank sold 2,950 Sumitomo Mitsui Financial shares in Q2 2019, an estimated $21K.
Washington Trust Bank first reported a position in Sumitomo Mitsui Financial in Q1 2014 and held it in 9 quarters.
Washington Trust Bank's Sumitomo Mitsui Financial position peaked at $25K in Q1 2018.
258 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2019.

Based on Washington Trust Bank's 13F filing for Q2 2019, filed 26 Jul 2019.