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Boston Advisors’s Shinhan Financial Group SHG Stock Holding History

Boston 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
2019
Q3 		$1.1M Sell
31,554
-6,645
-17% -$236K 0.06% 367
2019
Q2 		$1.49M Hold
38,199
– – 0.08% 270
2019
Q1 		$1.42M Buy
38,199
+13,670
+56% +$513K 0.07% 279
2018
Q4 		$871K Sell
24,529
-1,471
-6% -$55.5K 0.05% 341
2018
Q3 		$1.04M Buy
26,000
+2
+0% +$77 0.05% 372
2018
Q2 		$1M Buy
25,998
+154
+0.6% +$6.57K 0.03% 377
2018
Q1 		$1.1M Buy
25,844
+609
+2% +$27.6K 0.03% 349
2017
Q4 		$1.17M Buy
25,235
+255
+1% +$11.4K 0.03% 338
2017
Q3 		$1.11M Sell
24,980
-16,100
-39% -$731K 0.03% 347
2017
Q2 		$1.79M Buy
41,080
+16,100
+64% +$696K 0.04% 308
2017
Q1 		$1.04M Hold
24,980
– – 0.02% 352
2016
Q4 		$940K Hold
24,980
– – 0.02% 366
2016
Q3 		$910K Buy
24,980
+80
+0.3% +$2.85K 0.02% 369
2016
Q2 		$815K Hold
24,900
– – 0.02% 374
2016
Q1 		$877K Hold
24,900
– – 0.02% 343
2015
Q4 		$836K Buy
+24,900
New +$907K 0.02% 354

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

Boston Advisors's SHG Position: Q3 2019 in Review

Boston Advisors reduced its Shinhan Financial Group (SHG) stake by 17% in Q3 2019, selling an estimated $236K and leaving 31,554 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #367.

Boston Advisors first reported a position in SHG in Q4 2015 and has held it in 16 quarters since. The position peaked at $1.79M in Q2 2017. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

  • Boston Advisors held 31,554 shares of Shinhan Financial Group worth $1.1M as of Q3 2019.
  • Boston Advisors sold 6,645 Shinhan Financial Group shares in Q3 2019, an estimated $236K.
  • Shinhan Financial Group made up 0.06% of Boston Advisors's portfolio in Q3 2019, its #367 holding.
  • Boston Advisors first reported a position in Shinhan Financial Group in Q4 2015 and has held it in 16 quarters since.
  • Boston Advisors's Shinhan Financial Group position peaked at $1.79M in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.