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Ground Swell Capital’s Shinhan Financial Group SHG Stock Holding History

Ground Swell Capital’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
2014
Q3 		$32K Buy
700
+500
+250% +$24.3K 0.06% 346
2014
Q2 		$9K Buy
+200
New +$8.93K 0.02% 796

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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Ground Swell Capital's SHG Position: Q3 2014 in Review

Ground Swell Capital increased its Shinhan Financial Group (SHG) stake by 250% in Q3 2014, buying an estimated $24.3K and bringing the position to 700 shares worth $32K. The position accounts for 0.06% of the portfolio, ranked #346.

Ground Swell Capital first reported a position in SHG in Q2 2014 and has held it in 2 quarters since. 85 funds tracked by Wall St. Rank hold SHG as of Q3 2014.

  • Ground Swell Capital held 700 shares of Shinhan Financial Group worth $32K as of Q3 2014.
  • Ground Swell Capital bought 500 Shinhan Financial Group shares in Q3 2014, an estimated $24.3K.
  • Shinhan Financial Group made up 0.06% of Ground Swell Capital's portfolio in Q3 2014, its #346 holding.
  • Ground Swell Capital first reported a position in Shinhan Financial Group in Q2 2014 and has held it in 2 quarters since.
  • 85 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.