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Cornerstone Advisors (Washington)’s Shinhan Financial Group SHG Stock Holding History

Cornerstone Advisors (Washington)’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
Q3 		$180K Sell
7,830
-611
-7% -$15.4K 0.02% 116
2020
Q2 		$203K Buy
8,441
+1,224
+17% +$30K 0.02% 97
2020
Q1 		$168K Buy
7,217
+2,972
+70% +$88K 0.02% 92
2019
Q4 		$162K Buy
4,245
+1,068
+34% +$39.5K 0.02% 116
2019
Q3 		$111K Sell
3,177
-1,174
-27% -$41.7K 0.01% 135
2019
Q2 		$169K Buy
4,351
+487
+13% +$18.8K 0.02% 177
2019
Q1 		$144K Buy
3,864
+1,404
+57% +$52.7K 0.01% 178
2018
Q4 		$87K Sell
2,460
-123
-5% -$4.64K 0.02% 210
2018
Q3 		$104K Sell
2,583
-269
-9% -$10.4K 0.07% 206
2018
Q2 		$110K Buy
2,852
+566
+25% +$24.2K 0.08% 186
2018
Q1 		$97K Buy
2,286
+180
+9% +$8.17K 0.07% 198
2017
Q4 		$98K Buy
2,106
+282
+15% +$12.6K 0.07% 188
2017
Q3 		$81K Hold
1,824
– – 0.06% 208
2017
Q2 		$79K Buy
1,824
+11
+0.6% +$475 0.04% 209
2017
Q1 		$76K Hold
1,813
– – 0.04% 215
2016
Q4 		$68K Buy
1,813
+27
+2% +$1.03K 0.06% 217
2016
Q3 		$65K Buy
+1,786
New +$63.5K 0.05% 218
2016
Q1 		– Sell
-64
Closed -$2K – 931
2015
Q4 		$2K Buy
64
+34
+113% +$1.24K ﹤0.01% 751
2015
Q3 		$1K Sell
30
-92
-75% -$3.18K ﹤0.01% 841
2015
Q2 		$5K Buy
122
+30
+33% +$1.16K ﹤0.01% 418
2015
Q1 		$3K Buy
92
+10
+12% +$391 ﹤0.01% 540
2014
Q4 		$3K Buy
+82
New +$3.64K ﹤0.01% 509

Other funds holding SHG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 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

Cornerstone Advisors (Washington)'s SHG Position: Q3 2020 in Review

Cornerstone Advisors (Washington) reduced its Shinhan Financial Group (SHG) stake by 7.2% in Q3 2020, selling an estimated $15.4K and leaving 7,830 shares worth $180K. The position accounts for 0.02% of the portfolio, ranked #116.

Cornerstone Advisors (Washington) first reported a position in SHG in Q4 2014 and has held it in 22 quarters since. The position peaked at $203K in Q2 2020. 107 funds tracked by Wall St. Rank hold SHG as of Q3 2020.

  • Cornerstone Advisors (Washington) held 7,830 shares of Shinhan Financial Group worth $180K as of Q3 2020.
  • Cornerstone Advisors (Washington) sold 611 Shinhan Financial Group shares in Q3 2020, an estimated $15.4K.
  • Shinhan Financial Group made up 0.02% of Cornerstone Advisors (Washington)'s portfolio in Q3 2020, its #116 holding.
  • Cornerstone Advisors (Washington) first reported a position in Shinhan Financial Group in Q4 2014 and has held it in 22 quarters since.
  • Cornerstone Advisors (Washington)'s Shinhan Financial Group position peaked at $203K in Q2 2020.
  • 107 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2020, filed 20 Oct 2020.