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Freedom Investment Management’s Shinhan Financial Group SHG Stock Holding History

Freedom Investment 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
2017
Q2 		– Sell
-4,977
Closed -$208K – 1120
2017
Q1 		$208K Buy
+4,977
New +$202K 0.01% 952

Other funds holding SHG

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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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Freedom Investment Management's SHG Position: Q2 2017 in Review

Freedom Investment Management sold out of Shinhan Financial Group (SHG) in Q2 2017, closing a stake of 4,977 shares — an estimated $208K sold.

Freedom Investment Management first reported a position in SHG in Q1 2017 and held it in 1 quarter. The position peaked at $208K in Q1 2017. 101 funds tracked by Wall St. Rank hold SHG as of Q2 2017.

  • Freedom Investment Management reported no remaining Shinhan Financial Group position as of Q2 2017 after selling out during the quarter.
  • Freedom Investment Management sold 4,977 Shinhan Financial Group shares in Q2 2017, an estimated $208K.
  • Freedom Investment Management first reported a position in Shinhan Financial Group in Q1 2017 and held it in 1 quarter.
  • Freedom Investment Management's Shinhan Financial Group position peaked at $208K in Q1 2017.
  • 101 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2017.

Based on Freedom Investment Management's 13F filing for Q2 2017, filed 14 Jul 2017.