Gratry & Company’s Shinhan Financial Group SHG Stock Holding History

Gratry & Company’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	-6,050	Closed	-$263K	–	93
2017 Q2	$263K	Buy	+6,050	New	+$261K	0.32%	72

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Gratry & Company's SHG Position: Q3 2017 in Review

Gratry & Company sold out of Shinhan Financial Group (SHG) in Q3 2017, closing a stake of 6,050 shares — an estimated $263K sold.

Gratry & Company first reported a position in SHG in Q2 2017 and held it in 1 quarter. The position peaked at $263K in Q2 2017. 88 funds tracked by Wall St. Rank hold SHG as of Q3 2017.

Gratry & Company reported no remaining Shinhan Financial Group position as of Q3 2017 after selling out during the quarter.
Gratry & Company sold 6,050 Shinhan Financial Group shares in Q3 2017, an estimated $263K.
Gratry & Company first reported a position in Shinhan Financial Group in Q2 2017 and held it in 1 quarter.
Gratry & Company's Shinhan Financial Group position peaked at $263K in Q2 2017.
88 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2017.

Based on Gratry & Company's 13F filing for Q3 2017, filed 23 Oct 2017.