Wellcome Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wellcome Trust’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
2017 Q1	–	Sell	-1,000,000	Closed	-$7.64M	–	28
2016 Q4	$7.64M	Hold	1,000,000	–	–	0.15%	26
2016 Q3	$6.75M	Hold	1,000,000	–	–	0.14%	27
2016 Q2	$5.72M	Buy	+1,000,000	New	+$6.11M	0.13%	28

Other funds holding SMFG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

NMC

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellcome Trust's SMFG Position: Q1 2017 in Review

Wellcome Trust sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2017, closing a stake of 1,000,000 shares — an estimated $7.64M sold.

Wellcome Trust first reported a position in SMFG in Q2 2016 and held it in 3 quarters. The position peaked at $7.64M in Q4 2016. 179 funds tracked by Wall St. Rank hold SMFG as of Q1 2017.

Wellcome Trust reported no remaining Sumitomo Mitsui Financial position as of Q1 2017 after selling out during the quarter.
Wellcome Trust sold 1,000,000 Sumitomo Mitsui Financial shares in Q1 2017, an estimated $7.64M.
Wellcome Trust first reported a position in Sumitomo Mitsui Financial in Q2 2016 and held it in 3 quarters.
Wellcome Trust's Sumitomo Mitsui Financial position peaked at $7.64M in Q4 2016.
179 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2017.

Based on Wellcome Trust's 13F filing for Q1 2017, filed 12 Apr 2017.