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Westport Resources Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Westport Resources 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
2016
Q3 		$2K Hold
318
– – ﹤0.01% 537
2016
Q2 		$2K Hold
318
– – ﹤0.01% 692
2016
Q1 		$2K Hold
318
– – ﹤0.01% 697
2015
Q4 		$2K Hold
318
– – ﹤0.01% 848
2015
Q3 		$2K Hold
318
– – ﹤0.01% 878
2015
Q2 		$3K Hold
318
– – ﹤0.01% 860
2015
Q1 		$2K Buy
+318
New +$2.38K ﹤0.01% 957

Other funds holding SMFG

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $530B AUM 22.01% 1-Year Est. Return

Westport Resources Management's SMFG Position: Q3 2016 in Review

Westport Resources Management held its Sumitomo Mitsui Financial (SMFG) position steady in Q3 2016 at 318 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

Westport Resources Management first reported a position in SMFG in Q1 2015 and has held it in 7 quarters since. The position peaked at $3K in Q2 2015. 165 funds tracked by Wall St. Rank hold SMFG as of Q3 2016.

  • Westport Resources Management held 318 shares of Sumitomo Mitsui Financial worth $2K as of Q3 2016.
  • Westport Resources Management left its Sumitomo Mitsui Financial share count unchanged in Q3 2016.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Westport Resources Management's portfolio in Q3 2016, its #537 holding.
  • Westport Resources Management first reported a position in Sumitomo Mitsui Financial in Q1 2015 and has held it in 7 quarters since.
  • Westport Resources Management's Sumitomo Mitsui Financial position peaked at $3K in Q2 2015.
  • 165 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2016.

Based on Westport Resources Management's 13F filing for Q3 2016, filed 14 Nov 2016.