GSWM
SHI

Golden State Wealth Management’s Sinopec Shanghai Petrochemical Co., Ltd. SHI Stock Holding History

Golden State Wealth Management’s Portfolio SHI Stock Details SHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-300
Closed -$9K – 1044
2019
Q3 		$9K Hold
300
– – ﹤0.01% 773
2019
Q2 		$11K Hold
300
– – ﹤0.01% 740
2019
Q1 		$14K Buy
+300
New +$14.5K ﹤0.01% 713

Other funds holding SHI

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Golden State Wealth Management's SHI Position: Q4 2019 in Review

Golden State Wealth Management sold out of Sinopec Shanghai Petrochemical Co., Ltd. (SHI) in Q4 2019, closing a stake of 300 shares — an estimated $9K sold.

Golden State Wealth Management first reported a position in SHI in Q1 2019 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 49 funds tracked by Wall St. Rank hold SHI as of Q4 2019.

  • Golden State Wealth Management reported no remaining Sinopec Shanghai Petrochemical Co., Ltd. position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 300 Sinopec Shanghai Petrochemical Co., Ltd. shares in Q4 2019, an estimated $9K.
  • Golden State Wealth Management first reported a position in Sinopec Shanghai Petrochemical Co., Ltd. in Q1 2019 and held it in 3 quarters.
  • Golden State Wealth Management's Sinopec Shanghai Petrochemical Co., Ltd. position peaked at $14K in Q1 2019.
  • 49 funds tracked by Wall St. Rank held Sinopec Shanghai Petrochemical Co., Ltd. as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.