Advisory Research’s Shinhan Financial Group SHG Stock Holding History

Advisory Research’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
2018 Q4	–	Sell	-35,897	Closed	-$1.44M	–	393
2018 Q3	$1.44M	Hold	35,897	–	–	0.02%	231
2018 Q2	$1.38M	Sell	35,897 -31,325	-47%	-$1.34M	0.02%	242
2018 Q1	$2.85M	Buy	67,222 +36,701	+120%	+$1.67M	0.05%	183
2017 Q4	$1.42M	Hold	30,521	–	–	0.02%	250
2017 Q3	$1.35M	Hold	30,521	–	–	0.02%	260
2017 Q2	$1.33M	Buy	+30,521	New	+$1.32M	0.02%	283

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

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

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

Advisory Research's SHG Position: Q4 2018 in Review

Advisory Research sold out of Shinhan Financial Group (SHG) in Q4 2018, closing a stake of 35,897 shares — an estimated $1.44M sold.

Advisory Research first reported a position in SHG in Q2 2017 and held it in 6 quarters. The position peaked at $2.85M in Q1 2018. 127 funds tracked by Wall St. Rank hold SHG as of Q4 2018.

Advisory Research reported no remaining Shinhan Financial Group position as of Q4 2018 after selling out during the quarter.
Advisory Research sold 35,897 Shinhan Financial Group shares in Q4 2018, an estimated $1.44M.
Advisory Research first reported a position in Shinhan Financial Group in Q2 2017 and held it in 6 quarters.
Advisory Research's Shinhan Financial Group position peaked at $2.85M in Q1 2018.
127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2018.

Based on Advisory Research's 13F filing for Q4 2018, filed 13 Feb 2019.