AIM
SHG icon

Acrospire Investment Management’s Shinhan Financial Group SHG Stock Holding History

Acrospire Investment Management’s Portfolio SHG Stock Details SHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-725
Closed -$32K – 1193
2017
Q2 		$32K Buy
725
+200
+38% +$8.64K 0.03% 1244
2017
Q1 		$22K Buy
+525
New +$21.4K 0.02% 1569

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acrospire Investment Management's SHG Position: Q3 2017 in Review

Acrospire Investment Management sold out of Shinhan Financial Group (SHG) in Q3 2017, closing a stake of 725 shares — an estimated $32K sold.

Acrospire Investment Management first reported a position in SHG in Q1 2017 and held it in 2 quarters. The position peaked at $32K in Q2 2017. 88 funds tracked by Wall St. Rank hold SHG as of Q3 2017.

  • Acrospire Investment Management reported no remaining Shinhan Financial Group position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 725 Shinhan Financial Group shares in Q3 2017, an estimated $32K.
  • Acrospire Investment Management first reported a position in Shinhan Financial Group in Q1 2017 and held it in 2 quarters.
  • Acrospire Investment Management's Shinhan Financial Group position peaked at $32K in Q2 2017.
  • 88 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.