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WFG Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

WFG Advisors’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
2014
Q1 		– Sell
-4,502
Closed -$47K – 2208
2013
Q4 		$47K Sell
4,502
-364
-7% -$3.62K 0.01% 1020
2013
Q3 		$47K Buy
4,866
+5
+0.1% +$47 0.01% 953
2013
Q2 		$45K Buy
+4,861
New +$43.4K 0.01% 927

Other funds holding SMFG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

WFG Advisors's SMFG Position: Q1 2014 in Review

WFG Advisors sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2014, closing a stake of 4,502 shares — an estimated $47K sold.

WFG Advisors first reported a position in SMFG in Q2 2013 and held it in 3 quarters. The position peaked at $47K in Q4 2013. 162 funds tracked by Wall St. Rank hold SMFG as of Q1 2014.

  • WFG Advisors reported no remaining Sumitomo Mitsui Financial position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 4,502 Sumitomo Mitsui Financial shares in Q1 2014, an estimated $47K.
  • WFG Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's Sumitomo Mitsui Financial position peaked at $47K in Q4 2013.
  • 162 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.