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Center for Financial Planning’s Shinhan Financial Group SHG Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-21
Closed – – 556
2020
Q1 		$0 Buy
+21
New +$621 ﹤0.01% 599

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Center for Financial Planning's SHG Position: Q2 2020 in Review

Center for Financial Planning sold out of Shinhan Financial Group (SHG) in Q2 2020, closing a stake of 21 shares.

Center for Financial Planning first reported a position in SHG in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 108 funds tracked by Wall St. Rank hold SHG as of Q2 2020.

  • Center for Financial Planning reported no remaining Shinhan Financial Group position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 21 Shinhan Financial Group shares in Q2 2020.
  • Center for Financial Planning first reported a position in Shinhan Financial Group in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Shinhan Financial Group position peaked at $0 in Q1 2020.
  • 108 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.