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Capital Guardian Trust’s Shinhan Financial Group SHG Stock Holding History

Capital Guardian Trust’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
2014
Q1 		– Sell
-1,018
Closed -$47K – 554
2013
Q4 		$47K Hold
1,018
– – ﹤0.01% 374
2013
Q3 		$41K Hold
1,018
– – ﹤0.01% 347
2013
Q2 		$33K Buy
+1,018
New +$34.8K ﹤0.01% 346

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Capital Guardian Trust's SHG Position: Q1 2014 in Review

Capital Guardian Trust sold out of Shinhan Financial Group (SHG) in Q1 2014, closing a stake of 1,018 shares — an estimated $47K sold.

Capital Guardian Trust first reported a position in SHG in Q2 2013 and held it in 3 quarters. The position peaked at $47K in Q4 2013. 76 funds tracked by Wall St. Rank hold SHG as of Q1 2014.

  • Capital Guardian Trust reported no remaining Shinhan Financial Group position as of Q1 2014 after selling out during the quarter.
  • Capital Guardian Trust sold 1,018 Shinhan Financial Group shares in Q1 2014, an estimated $47K.
  • Capital Guardian Trust first reported a position in Shinhan Financial Group in Q2 2013 and held it in 3 quarters.
  • Capital Guardian Trust's Shinhan Financial Group position peaked at $47K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2014.

Based on Capital Guardian Trust's 13F filing for Q1 2014, filed 15 May 2014.