Yorktown Management & Research Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Yorktown Management & Research Company’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 Q2	–	Sell	-33,000	Closed	-$281K	–	388
2018 Q1	$281K	Hold	33,000	–	–	0.08%	297
2017 Q4	$287K	Hold	33,000	–	–	0.08%	309
2017 Q3	$254K	Hold	33,000	–	–	0.07%	312
2017 Q2	$259K	Hold	33,000	–	–	0.08%	216
2017 Q1	$239K	Hold	33,000	–	–	0.06%	280
2016 Q4	$252K	Buy	33,000 +17,000	+106%	+$123K	0.06%	248
2016 Q3	$108K	Hold	16,000	–	–	0.02%	288
2016 Q2	$92K	Hold	16,000	–	–	0.02%	300
2016 Q1	$96K	Buy	+16,000	New	+$99.8K	0.02%	357

Other funds holding SMFG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Yorktown Management & Research Company's SMFG Position: Q2 2018 in Review

Yorktown Management & Research Company sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2018, closing a stake of 33,000 shares — an estimated $281K sold.

Yorktown Management & Research Company first reported a position in SMFG in Q1 2016 and held it in 9 quarters. The position peaked at $287K in Q4 2017. 232 funds tracked by Wall St. Rank hold SMFG as of Q2 2018.

Yorktown Management & Research Company reported no remaining Sumitomo Mitsui Financial position as of Q2 2018 after selling out during the quarter.
Yorktown Management & Research Company sold 33,000 Sumitomo Mitsui Financial shares in Q2 2018, an estimated $281K.
Yorktown Management & Research Company first reported a position in Sumitomo Mitsui Financial in Q1 2016 and held it in 9 quarters.
Yorktown Management & Research Company's Sumitomo Mitsui Financial position peaked at $287K in Q4 2017.
232 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2018.

Based on Yorktown Management & Research Company's 13F filing for Q2 2018, filed 10 Aug 2018.