Watermark Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Watermark 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
2018 Q4	$6K	Buy	+871	New	+$6.5K	﹤0.01%	197

Other funds holding SMFG

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

NMC

Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return

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

Watermark Asset Management's SMFG Position: Q4 2018 in Review

Watermark Asset Management opened a new position in Sumitomo Mitsui Financial (SMFG) in Q4 2018: 871 shares worth $6K. The stake represents ﹤0.01% of the portfolio and ranks #197 among its holdings.

248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

Watermark Asset Management held 871 shares of Sumitomo Mitsui Financial worth $6K as of Q4 2018.
Sumitomo Mitsui Financial was a new Watermark Asset Management position in Q4 2018.
Sumitomo Mitsui Financial made up ﹤0.01% of Watermark Asset Management's portfolio in Q4 2018, its #197 holding.
248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on Watermark Asset Management's 13F filing for Q4 2018, filed 14 Jan 2019.