FGC
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Financial Gravity Companies’s Shinhan Financial Group SHG Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+9
New +$340 ﹤0.01% 1498
2018
Q1 		$0 Hold
6
– – ﹤0.01% 1616
2017
Q4 		$0 Buy
+6
New +$269 ﹤0.01% 1454

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Gravity Companies's SHG Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Shinhan Financial Group (SHG) in Q4 2018: 9 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1498 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SHG as recently as Q1 2018.

Financial Gravity Companies first reported a position in SHG in Q4 2017 and has held it in 3 quarters since. 127 funds tracked by Wall St. Rank hold SHG as of Q4 2018.

  • Financial Gravity Companies held 9 shares of Shinhan Financial Group worth $0 as of Q4 2018.
  • Shinhan Financial Group was a new Financial Gravity Companies position in Q4 2018.
  • Shinhan Financial Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1498 holding.
  • Financial Gravity Companies first reported a position in Shinhan Financial Group in Q4 2017 and has held it in 3 quarters since.
  • 127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.