WWM
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Willingdon Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Willingdon Wealth 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
2020
Q1 		– Sell
-429
Closed -$3K – 377
2019
Q4 		$3K Buy
+429
New +$3.09K ﹤0.01% 311

Other funds holding SMFG

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CIM
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Willingdon Wealth Management's SMFG Position: Q1 2020 in Review

Willingdon Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q1 2020, closing a stake of 429 shares — an estimated $3K sold.

Willingdon Wealth Management first reported a position in SMFG in Q4 2019 and held it in 1 quarter. The position peaked at $3K in Q4 2019. 219 funds tracked by Wall St. Rank hold SMFG as of Q1 2020.

  • Willingdon Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q1 2020 after selling out during the quarter.
  • Willingdon Wealth Management sold 429 Sumitomo Mitsui Financial shares in Q1 2020, an estimated $3K.
  • Willingdon Wealth Management first reported a position in Sumitomo Mitsui Financial in Q4 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's Sumitomo Mitsui Financial position peaked at $3K in Q4 2019.
  • 219 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.