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Elite Wealth Management’s Shinhan Financial Group SHG Stock Holding History

Elite Wealth Management’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
-115
Closed -$5K – 613
2013
Q4 		$5K Buy
+115
New +$4.92K ﹤0.01% 477

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

Elite Wealth Management's SHG Position: Q1 2014 in Review

Elite Wealth Management sold out of Shinhan Financial Group (SHG) in Q1 2014, closing a stake of 115 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in SHG in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 76 funds tracked by Wall St. Rank hold SHG as of Q1 2014.

  • Elite Wealth Management reported no remaining Shinhan Financial Group position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 115 Shinhan Financial Group shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Shinhan Financial Group in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Shinhan Financial Group position peaked at $5K in Q4 2013.
  • 76 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.