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Sumitomo Mitsui Financial Grp shares owned by Watermark Asset Management

Quarter-by-quarter ownership of Sumitomo Mitsui Financial Grp (SMFG) shares owned by Watermark Asset Management from 13F filings

Historical chart of Watermark Asset Management investment in Sumitomo Mitsui Financial Grp

Tip: Access up to 7 years of quarterly data

All positions including Sumitomo Mitsui Financial Grp held by Watermark Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sumitomo Mitsui Financial Grp by Watermark Asset Management

Quarter filed Position value Share count Share price at filing
2018-12-31 $6.0k 871 6.89

More positions owned by Watermark Asset Management

iShares S&P 500 Index (IVV)
iShares Lehman Aggregate Bond (AGG)
Vanguard Europe Pacific ETF (VEA)
iShares S&P MidCap 400 Index (IJH)
Schwab U S Broad Market ETF (SCHB)
iShares S&P SmallCap 600 Index (IJR)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr us aggregate b (SCHZ)
Vanguard Total Stock Market ETF (VTI)
Schwab International Equity ETF (SCHF)
Vanguard FTSE All-World ex-US ETF (VEU)
Spdr Series Trust dj ttl mkt etf (SPTM)
Schwab Strategic Tr us lrg cap etf (SCHX)
Ishares U S Etf Tr Short Matur sht mat bd etf (NEAR)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)

View all positions for Watermark Asset Management

Top funds holding Sumitomo Mitsui Financial Grp

Morgan Stanley
Goldman Sachs Group
FMR
BlackRock
Wells Fargo & Company
Clark Capital Management Group
Millennium Management
Dimensional Fund Advisors
Northern Trust
Cowen And Company
Envestnet Asset Management
Bank of America Corporation
American Century Companies
Royal Bank of Canada
Anderson Hoagland & Co

View all funds holding Sumitomo Mitsui Financial Grp