Advisor Group’s Shinhan Financial Group SHG Stock Holding History

Advisor Group’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
2019 Q4	$150K	Buy	3,971 +699	+21%	+$25.9K	﹤0.01%	2620
2019 Q3	$114K	Buy	3,272 +1,323	+68%	+$47K	﹤0.01%	2793
2019 Q2	$76K	Buy	1,949 +142	+8%	+$5.49K	﹤0.01%	3069
2019 Q1	$67K	Buy	1,807 +14	+0.8%	+$526	﹤0.01%	3176
2018 Q4	$64K	Buy	1,793 +182	+11%	+$6.87K	﹤0.01%	3010
2018 Q3	$65K	Buy	1,611 +217	+16%	+$8.38K	﹤0.01%	3085
2018 Q2	$53K	Sell	1,394 -495	-26%	-$21.1K	﹤0.01%	3063
2018 Q1	$80K	Buy	1,889 +113	+6%	+$5.13K	﹤0.01%	2736
2017 Q4	$83K	Buy	1,776 +281	+19%	+$12.6K	﹤0.01%	2719
2017 Q3	$66K	Buy	1,495 +147	+11%	+$6.68K	﹤0.01%	2729
2017 Q2	$59K	Buy	1,348 +428	+47%	+$18.5K	﹤0.01%	2713
2017 Q1	$40K	Buy	920 +476	+107%	+$19.4K	﹤0.01%	2886
2016 Q4	$16K	Buy	444 +17	+4%	+$648	﹤0.01%	3368
2016 Q3	$16K	Buy	427 +6	+1%	+$213	﹤0.01%	3300
2016 Q2	$11K	Buy	+421	New	+$14.4K	﹤0.01%	3433

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Advisor Group's SHG Position: Q4 2019 in Review

Advisor Group increased its Shinhan Financial Group (SHG) stake by 21% in Q4 2019, buying an estimated $25.9K and bringing the position to 3,971 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2620.

Advisor Group first reported a position in SHG in Q2 2016 and has held it in 15 quarters since. 114 funds tracked by Wall St. Rank hold SHG as of Q4 2019.

Advisor Group held 3,971 shares of Shinhan Financial Group worth $150K as of Q4 2019.
Advisor Group bought 699 Shinhan Financial Group shares in Q4 2019, an estimated $25.9K.
Shinhan Financial Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2620 holding.
Advisor Group first reported a position in Shinhan Financial Group in Q2 2016 and has held it in 15 quarters since.
114 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.