American Trust Investment Advisors’s Shinhan Financial Group SHG Stock Holding History

American Trust Investment Advisors’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	-13,370	Closed	-$581K	–	82
2017 Q2	$581K	Hold	13,370	–	–	0.51%	45
2017 Q1	$559K	Buy	13,370 +590	+5%	+$24K	0.51%	42
2016 Q4	$481K	Hold	12,780	–	–	0.47%	43
2016 Q3	$466K	Hold	12,780	–	–	0.47%	46
2016 Q2	$418K	Hold	12,780	–	–	0.43%	50
2016 Q1	$450K	Buy	12,780 +1,500	+13%	+$49K	0.46%	44
2015 Q4	$379K	Hold	11,280	–	–	0.43%	47
2015 Q3	$393K	Hold	11,280	–	–	0.46%	46
2015 Q2	$418K	Buy	+11,280	New	+$437K	0.42%	48

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Trust Investment Advisors's SHG Position: Q3 2017 in Review

American Trust Investment Advisors sold out of Shinhan Financial Group (SHG) in Q3 2017, closing a stake of 13,370 shares — an estimated $581K sold.

American Trust Investment Advisors first reported a position in SHG in Q2 2015 and held it in 9 quarters. The position peaked at $581K in Q2 2017. 88 funds tracked by Wall St. Rank hold SHG as of Q3 2017.

American Trust Investment Advisors reported no remaining Shinhan Financial Group position as of Q3 2017 after selling out during the quarter.
American Trust Investment Advisors sold 13,370 Shinhan Financial Group shares in Q3 2017, an estimated $581K.
American Trust Investment Advisors first reported a position in Shinhan Financial Group in Q2 2015 and held it in 9 quarters.
American Trust Investment Advisors's Shinhan Financial Group position peaked at $581K in Q2 2017.
88 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2017.

Based on American Trust Investment Advisors's 13F filing for Q3 2017, filed 9 Nov 2017.