WBI Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,060,223
Closed -$8.21M 276
2015
Q1
$8.21M Buy
1,060,223
+552,723
+109% +$4.28M 0.19% 96
2014
Q4
$3.7M Buy
507,500
+49,944
+11% +$364K 0.1% 124
2014
Q3
$3.75M Buy
+457,556
New +$3.75M 0.11% 110