Asset Management One
SHG icon

Asset Management One’s Shinhan Financial Group SHG Stock Holding History

Asset Management One’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
Q3 		– Sell
-1,711
Closed -$67K – 1057
2019
Q2 		$67K Hold
1,711
– – ﹤0.01% 1027
2019
Q1 		$64K Buy
+1,711
New +$64.2K ﹤0.01% 1023
2018
Q3 		– Sell
-1,711
Closed -$66K – 1101
2018
Q2 		$66K Hold
1,711
– – ﹤0.01% 1063
2018
Q1 		$73K Buy
1,711
+401
+31% +$18.2K ﹤0.01% 1052
2017
Q4 		$61K Buy
1,310
+280
+27% +$12.6K ﹤0.01% 990
2017
Q3 		$46K Hold
1,030
– – ﹤0.01% 976
2017
Q2 		$45K Hold
1,030
– – ﹤0.01% 978
2017
Q1 		$43K Sell
1,030
-1,376
-57% -$56K ﹤0.01% 1001
2016
Q4 		$91K Buy
+2,406
New +$91.7K ﹤0.01% 951

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Asset Management One's SHG Position: Q3 2019 in Review

Asset Management One sold out of Shinhan Financial Group (SHG) in Q3 2019, closing a stake of 1,711 shares — an estimated $67K sold.

Asset Management One first reported a position in SHG in Q4 2016 and held it in 9 quarters. The position peaked at $91K in Q4 2016. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

  • Asset Management One reported no remaining Shinhan Financial Group position as of Q3 2019 after selling out during the quarter.
  • Asset Management One sold 1,711 Shinhan Financial Group shares in Q3 2019, an estimated $67K.
  • Asset Management One first reported a position in Shinhan Financial Group in Q4 2016 and held it in 9 quarters.
  • Asset Management One's Shinhan Financial Group position peaked at $91K in Q4 2016.
  • 116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on Asset Management One's 13F filing for Q3 2019, filed 14 Nov 2019.