WSTAM
SMFG icon

Wilbanks Smith & Thomas Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-2,763
Closed -$22K – 1158
2018
Q3 		$22K Buy
+2,763
New +$21.8K ﹤0.01% 863

Other funds holding SMFG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
NMC
Nine Masts Capital Central, Hong Kong $693M AUM 31.93% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SMFG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Sumitomo Mitsui Financial (SMFG) in Q4 2018, closing a stake of 2,763 shares — an estimated $22K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SMFG in Q3 2018 and held it in 1 quarter. The position peaked at $22K in Q3 2018. 248 funds tracked by Wall St. Rank hold SMFG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Sumitomo Mitsui Financial position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 2,763 Sumitomo Mitsui Financial shares in Q4 2018, an estimated $22K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Sumitomo Mitsui Financial in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Sumitomo Mitsui Financial position peaked at $22K in Q3 2018.
  • 248 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.