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WealthPLAN Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

WealthPLAN Partners’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
2016
Q3 		$408 Sell
61
-61
-50% -$396 ﹤0.01% 924
2016
Q2 		$349 Buy
+122
New +$745 ﹤0.01% 2385
2015
Q4 		$60 Buy
+7,902
New +$62.2K ﹤0.01% 1653

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $995M AUM 22.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WealthPLAN Partners's SMFG Position: Q3 2016 in Review

WealthPLAN Partners reduced its Sumitomo Mitsui Financial (SMFG) stake by 50% in Q3 2016, selling an estimated $396 and leaving 61 shares worth $408. The position accounts for ﹤0.01% of the portfolio, ranked #924.

WealthPLAN Partners first reported a position in SMFG in Q4 2015 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold SMFG as of Q3 2016.

  • WealthPLAN Partners held 61 shares of Sumitomo Mitsui Financial worth $408 as of Q3 2016.
  • WealthPLAN Partners sold 61 Sumitomo Mitsui Financial shares in Q3 2016, an estimated $396.
  • Sumitomo Mitsui Financial made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #924 holding.
  • WealthPLAN Partners first reported a position in Sumitomo Mitsui Financial in Q4 2015 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.