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Guardian Capital (Canada)’s Shinhan Financial Group SHG Stock Holding History

Guardian Capital (Canada)’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
2015
Q1 		– Sell
-9,000
Closed -$364K – 237
2014
Q4 		$364K Sell
9,000
-1,900
-17% -$84.3K 0.01% 200
2014
Q3 		$496K Buy
+10,900
New +$530K 0.01% 179

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Guardian Capital (Canada)'s SHG Position: Q1 2015 in Review

Guardian Capital (Canada) sold out of Shinhan Financial Group (SHG) in Q1 2015, closing a stake of 9,000 shares — an estimated $364K sold.

Guardian Capital (Canada) first reported a position in SHG in Q3 2014 and held it in 2 quarters. The position peaked at $496K in Q3 2014. 82 funds tracked by Wall St. Rank hold SHG as of Q1 2015.

  • Guardian Capital (Canada) reported no remaining Shinhan Financial Group position as of Q1 2015 after selling out during the quarter.
  • Guardian Capital (Canada) sold 9,000 Shinhan Financial Group shares in Q1 2015, an estimated $364K.
  • Guardian Capital (Canada) first reported a position in Shinhan Financial Group in Q3 2014 and held it in 2 quarters.
  • Guardian Capital (Canada)'s Shinhan Financial Group position peaked at $496K in Q3 2014.
  • 82 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2015.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2015, filed 14 May 2015.