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Fortem Financial Group’s Shinhan Financial Group SHG Stock Holding History

Fortem Financial Group’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
Q3 		– Sell
-5,645
Closed -$219K – 149
2019
Q2 		$219K Sell
5,645
-457
-7% -$17.7K 0.22% 109
2019
Q1 		$227K Sell
6,102
-48
-0.8% -$1.8K 0.24% 100
2018
Q4 		$218K Buy
+6,150
New +$232K 0.26% 90

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fortem Financial Group's SHG Position: Q3 2019 in Review

Fortem Financial Group sold out of Shinhan Financial Group (SHG) in Q3 2019, closing a stake of 5,645 shares — an estimated $219K sold.

Fortem Financial Group first reported a position in SHG in Q4 2018 and held it in 3 quarters. The position peaked at $227K in Q1 2019. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

  • Fortem Financial Group reported no remaining Shinhan Financial Group position as of Q3 2019 after selling out during the quarter.
  • Fortem Financial Group sold 5,645 Shinhan Financial Group shares in Q3 2019, an estimated $219K.
  • Fortem Financial Group first reported a position in Shinhan Financial Group in Q4 2018 and held it in 3 quarters.
  • Fortem Financial Group's Shinhan Financial Group position peaked at $227K in Q1 2019.
  • 116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on Fortem Financial Group's 13F filing for Q3 2019, filed 12 Nov 2019.