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

Evercore 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
2013
Q4 		– Sell
-207
Closed -$8K – 968
2013
Q3 		$8K Buy
+207
New +$7.67K ﹤0.01% 787

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
NCM
Newgate Capital Management Greenwich, Connecticut $121M AUM 3.73% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Evercore Wealth Management's SHG Position: Q4 2013 in Review

Evercore Wealth Management sold out of Shinhan Financial Group (SHG) in Q4 2013, closing a stake of 207 shares — an estimated $8K sold.

Evercore Wealth Management first reported a position in SHG in Q3 2013 and held it in 1 quarter. The position peaked at $8K in Q3 2013. 81 funds tracked by Wall St. Rank hold SHG as of Q4 2013.

  • Evercore Wealth Management reported no remaining Shinhan Financial Group position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 207 Shinhan Financial Group shares in Q4 2013, an estimated $8K.
  • Evercore Wealth Management first reported a position in Shinhan Financial Group in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Shinhan Financial Group position peaked at $8K in Q3 2013.
  • 81 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.