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Hexavest’s Shinhan Financial Group SHG Stock Holding History

Hexavest’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
2020
Q2 		– Sell
-2,767
Closed -$64K – 450
2020
Q1 		$64K Buy
2,767
+966
+54% +$28.6K ﹤0.01% 322
2019
Q4 		$69K Sell
1,801
-6,750
-79% -$250K ﹤0.01% 324
2019
Q3 		$299K Buy
+8,551
New +$304K ﹤0.01% 265
2019
Q2 		– Sell
-1,974
Closed -$73K – 545
2019
Q1 		$73K Hold
1,974
– – ﹤0.01% 313
2018
Q4 		$70K Buy
1,974
+1,004
+104% +$37.9K ﹤0.01% 283
2018
Q3 		$39K Hold
970
– – ﹤0.01% 351
2018
Q2 		$37K Sell
970
-63,700
-99% -$2.72M ﹤0.01% 355
2018
Q1 		$2.74M Buy
64,670
+3,743
+6% +$170K 0.03% 210
2017
Q4 		$2.83M Hold
60,927
– – 0.03% 224
2017
Q3 		$2.7M Buy
60,927
+2,123
+4% +$96.4K 0.03% 217
2017
Q2 		$2.56M Buy
58,804
+58,655
+39,366% +$2.53M 0.03% 228
2017
Q1 		$6K Sell
149
-130
-47% -$5.29K ﹤0.01% 473
2016
Q4 		$11K Buy
+279
New +$10.6K ﹤0.01% 461
2014
Q4 		– Sell
-1,053
Closed -$48K – 473
2014
Q3 		$48K Hold
1,053
– – ﹤0.01% 377
2014
Q2 		$48K Sell
1,053
-321
-23% -$14.3K ﹤0.01% 372
2014
Q1 		$60K Sell
1,374
-50,052
-97% -$2.08M ﹤0.01% 362
2013
Q4 		$2.35M Hold
51,426
– – 0.04% 210
2013
Q3 		$2.08M Buy
51,426
+5,184
+11% +$192K 0.03% 227
2013
Q2 		$1.5M Buy
+46,242
New +$1.58M 0.03% 220

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Hexavest's SHG Position: Q2 2020 in Review

Hexavest sold out of Shinhan Financial Group (SHG) in Q2 2020, closing a stake of 2,767 shares — an estimated $64K sold.

Hexavest first reported a position in SHG in Q2 2013 and held it in 19 quarters. The position peaked at $2.83M in Q4 2017. 108 funds tracked by Wall St. Rank hold SHG as of Q2 2020.

  • Hexavest reported no remaining Shinhan Financial Group position as of Q2 2020 after selling out during the quarter.
  • Hexavest sold 2,767 Shinhan Financial Group shares in Q2 2020, an estimated $64K.
  • Hexavest first reported a position in Shinhan Financial Group in Q2 2013 and held it in 19 quarters.
  • Hexavest's Shinhan Financial Group position peaked at $2.83M in Q4 2017.
  • 108 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2020.

Based on Hexavest's 13F filing for Q2 2020, filed 10 Jul 2020.