Aviva’s Shinhan Financial Group SHG Stock Holding History

Aviva’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	-5,480	Closed	-$213K	–	806
2019 Q2	$213K	Sell	5,480 -460	-8%	-$17.8K	﹤0.01%	784
2019 Q1	$221K	Sell	5,940 -320	-5%	-$12K	﹤0.01%	742
2018 Q4	$222K	Sell	6,260 -760	-11%	-$28.7K	﹤0.01%	740
2018 Q3	$282K	Sell	7,020 -190	-3%	-$7.33K	﹤0.01%	737
2018 Q2	$277K	Sell	7,210 -160	-2%	-$6.83K	﹤0.01%	725
2018 Q1	$312K	Sell	7,370 -340	-4%	-$15.4K	﹤0.01%	710
2017 Q4	$358K	Hold	7,710	–	–	﹤0.01%	713
2017 Q3	$341K	Sell	7,710 -370	-5%	-$16.8K	﹤0.01%	717
2017 Q2	$351K	Hold	8,080	–	–	﹤0.01%	734
2017 Q1	$338K	Hold	8,080	–	–	﹤0.01%	746
2016 Q4	$304K	Hold	8,080	–	–	﹤0.01%	736
2016 Q3	$295K	Buy	8,080 +220	+3%	+$7.82K	﹤0.01%	770
2016 Q2	$257K	Sell	7,860 -1,140	-13%	-$39.1K	﹤0.01%	744
2016 Q1	$317K	Hold	9,000	–	–	﹤0.01%	771
2015 Q4	$302K	Hold	9,000	–	–	﹤0.01%	796
2015 Q3	$313K	Hold	9,000	–	–	﹤0.01%	798
2015 Q2	$334K	Hold	9,000	–	–	﹤0.01%	787
2015 Q1	$336K	Hold	9,000	–	–	﹤0.01%	796
2014 Q4	$364K	Hold	9,000	–	–	﹤0.01%	814
2014 Q3	$409K	Hold	9,000	–	–	﹤0.01%	813
2014 Q2	$413K	Hold	9,000	–	–	﹤0.01%	806
2014 Q1	$396K	Hold	9,000	–	–	﹤0.01%	790
2013 Q4	$411K	Hold	9,000	–	–	﹤0.01%	786
2013 Q3	$365K	Hold	9,000	–	–	﹤0.01%	815
2013 Q2	$293K	Buy	+9,000	New	+$308K	﹤0.01%	821

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

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

Aviva's SHG Position: Q3 2019 in Review

Aviva sold out of Shinhan Financial Group (SHG) in Q3 2019, closing a stake of 5,480 shares — an estimated $213K sold.

Aviva first reported a position in SHG in Q2 2013 and held it in 25 quarters. The position peaked at $413K in Q2 2014. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

Aviva reported no remaining Shinhan Financial Group position as of Q3 2019 after selling out during the quarter.
Aviva sold 5,480 Shinhan Financial Group shares in Q3 2019, an estimated $213K.
Aviva first reported a position in Shinhan Financial Group in Q2 2013 and held it in 25 quarters.
Aviva's Shinhan Financial Group position peaked at $413K in Q2 2014.
116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on Aviva's 13F filing for Q3 2019, filed 12 Nov 2019.