CCA
SHG icon

Checchi Capital Advisers’s Shinhan Financial Group SHG Stock Holding History

Checchi Capital Advisers’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
2016
Q3 		– Sell
-3,606
Closed -$118K – 1060
2016
Q2 		$118K Hold
3,606
– – 0.01% 516
2016
Q1 		$127K Buy
+3,606
New +$118K 0.03% 488
2014
Q4 		– Sell
-4,530
Closed -$206K – 340
2014
Q3 		$206K Hold
4,530
– – 0.08% 247
2014
Q2 		$208K Buy
+4,530
New +$202K 0.09% 226

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Checchi Capital Advisers's SHG Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Shinhan Financial Group (SHG) in Q3 2016, closing a stake of 3,606 shares — an estimated $118K sold.

Checchi Capital Advisers first reported a position in SHG in Q2 2014 and held it in 4 quarters. The position peaked at $208K in Q2 2014. 95 funds tracked by Wall St. Rank hold SHG as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Shinhan Financial Group position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 3,606 Shinhan Financial Group shares in Q3 2016, an estimated $118K.
  • Checchi Capital Advisers first reported a position in Shinhan Financial Group in Q2 2014 and held it in 4 quarters.
  • Checchi Capital Advisers's Shinhan Financial Group position peaked at $208K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.