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Capital Asset Advisory Services’s Shinhan Financial Group SHG Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-568
Closed -$17K – 1353
2020
Q4 		$17K Buy
+568
New +$16.2K ﹤0.01% 925

Other funds holding SHG

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BlackRock
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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Capital Asset Advisory Services's SHG Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Shinhan Financial Group (SHG) in Q1 2021, closing a stake of 568 shares — an estimated $17K sold.

Capital Asset Advisory Services first reported a position in SHG in Q4 2020 and held it in 1 quarter. The position peaked at $17K in Q4 2020. 131 funds tracked by Wall St. Rank hold SHG as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Shinhan Financial Group position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 568 Shinhan Financial Group shares in Q1 2021, an estimated $17K.
  • Capital Asset Advisory Services first reported a position in Shinhan Financial Group in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Shinhan Financial Group position peaked at $17K in Q4 2020.
  • 131 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.