GH
SHG icon

GAM Holding’s Shinhan Financial Group SHG Stock Holding History

GAM Holding’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
Q1 		– Sell
-47,400
Closed -$1.78M – 1083
2016
Q4 		$1.78M Sell
47,400
-21,743
-31% -$829K 0.03% 513
2016
Q3 		$2.52M Sell
69,143
-11,857
-15% -$422K 0.04% 422
2016
Q2 		$2.65M Buy
81,000
+11,000
+16% +$378K 0.04% 450
2016
Q1 		$2.46M Buy
70,000
+36,030
+106% +$1.18M 0.04% 424
2015
Q4 		$1.14M Buy
+33,970
New +$1.24M 0.02% 663

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
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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

GAM Holding's SHG Position: Q1 2017 in Review

GAM Holding sold out of Shinhan Financial Group (SHG) in Q1 2017, closing a stake of 47,400 shares — an estimated $1.78M sold.

GAM Holding first reported a position in SHG in Q4 2015 and held it in 5 quarters. The position peaked at $2.65M in Q2 2016. 101 funds tracked by Wall St. Rank hold SHG as of Q1 2017.

  • GAM Holding reported no remaining Shinhan Financial Group position as of Q1 2017 after selling out during the quarter.
  • GAM Holding sold 47,400 Shinhan Financial Group shares in Q1 2017, an estimated $1.78M.
  • GAM Holding first reported a position in Shinhan Financial Group in Q4 2015 and held it in 5 quarters.
  • GAM Holding's Shinhan Financial Group position peaked at $2.65M in Q2 2016.
  • 101 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2017.

Based on GAM Holding's 13F filing for Q1 2017, filed 12 May 2017.