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First Personal Financial Services’s Shinhan Financial Group SHG Stock Holding History

First Personal Financial Services’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
2017
Q3 		– Sell
-267
Closed -$12K – 867
2017
Q2 		$12K Buy
267
+173
+184% +$7.47K ﹤0.01% 683
2017
Q1 		$4K Hold
94
– – ﹤0.01% 813
2016
Q4 		$4K Hold
94
– – ﹤0.01% 844
2016
Q3 		$3K Hold
94
– – ﹤0.01% 748
2016
Q2 		$3K Buy
+94
New +$3.23K ﹤0.01% 743

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Personal Financial Services's SHG Position: Q3 2017 in Review

First Personal Financial Services sold out of Shinhan Financial Group (SHG) in Q3 2017, closing a stake of 267 shares — an estimated $12K sold.

First Personal Financial Services first reported a position in SHG in Q2 2016 and held it in 5 quarters. The position peaked at $12K in Q2 2017. 88 funds tracked by Wall St. Rank hold SHG as of Q3 2017.

  • First Personal Financial Services reported no remaining Shinhan Financial Group position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 267 Shinhan Financial Group shares in Q3 2017, an estimated $12K.
  • First Personal Financial Services first reported a position in Shinhan Financial Group in Q2 2016 and held it in 5 quarters.
  • First Personal Financial Services's Shinhan Financial Group position peaked at $12K in Q2 2017.
  • 88 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.