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Covenant Multifamily Offices’s Shinhan Financial Group SHG Stock Holding History

Covenant Multifamily Offices’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
2019
Q2 		– Sell
-665
Closed -$25K – 240
2019
Q1 		$25K Buy
+665
New +$25K 0.01% 153
2018
Q1 		– Sell
-665
Closed -$31K – 112
2017
Q4 		$31K Buy
+665
New +$29.8K 0.02% 84

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Covenant Multifamily Offices's SHG Position: Q2 2019 in Review

Covenant Multifamily Offices sold out of Shinhan Financial Group (SHG) in Q2 2019, closing a stake of 665 shares — an estimated $25K sold.

Covenant Multifamily Offices first reported a position in SHG in Q4 2017 and held it in 2 quarters. The position peaked at $31K in Q4 2017. 123 funds tracked by Wall St. Rank hold SHG as of Q2 2019.

  • Covenant Multifamily Offices reported no remaining Shinhan Financial Group position as of Q2 2019 after selling out during the quarter.
  • Covenant Multifamily Offices sold 665 Shinhan Financial Group shares in Q2 2019, an estimated $25K.
  • Covenant Multifamily Offices first reported a position in Shinhan Financial Group in Q4 2017 and held it in 2 quarters.
  • Covenant Multifamily Offices's Shinhan Financial Group position peaked at $31K in Q4 2017.
  • 123 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2019.

Based on Covenant Multifamily Offices's 13F filing for Q2 2019, filed 31 Jul 2019.