WC
SMFG icon

Whitnell & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Whitnell & Co’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
2018
Q3 		– Sell
-624
Closed -$5K – 329
2018
Q2 		$5K Hold
624
– – ﹤0.01% 266
2018
Q1 		$5K Hold
624
– – ﹤0.01% 294
2017
Q4 		$5K Buy
+624
New +$5.06K ﹤0.01% 256
2017
Q1 		– Sell
-1,605
Closed -$12K – 345
2016
Q4 		$12K Hold
1,605
– – 0.01% 241
2016
Q3 		$11K Hold
1,605
– – ﹤0.01% 239
2016
Q2 		$9K Buy
1,605
+290
+22% +$1.77K ﹤0.01% 254
2016
Q1 		$8K Buy
1,315
+305
+30% +$1.9K ﹤0.01% 251
2015
Q4 		$8K Hold
1,010
– – ﹤0.01% 265
2015
Q3 		$8K Buy
+1,010
New +$8.49K ﹤0.01% 261

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Whitnell & Co's SMFG Position: Q3 2018 in Review

Whitnell & Co sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2018, closing a stake of 624 shares — an estimated $5K sold.

Whitnell & Co first reported a position in SMFG in Q3 2015 and held it in 9 quarters. The position peaked at $12K in Q4 2016. 236 funds tracked by Wall St. Rank hold SMFG as of Q3 2018.

  • Whitnell & Co reported no remaining Sumitomo Mitsui Financial position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 624 Sumitomo Mitsui Financial shares in Q3 2018, an estimated $5K.
  • Whitnell & Co first reported a position in Sumitomo Mitsui Financial in Q3 2015 and held it in 9 quarters.
  • Whitnell & Co's Sumitomo Mitsui Financial position peaked at $12K in Q4 2016.
  • 236 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.