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Holistic Financial Partners’s Shinhan Financial Group SHG Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,371
Closed -$58K – 305
2018
Q1 		$58K Hold
1,371
– – 0.05% 176
2017
Q4 		$64K Buy
+1,371
New +$61.5K 0.05% 162

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BIP
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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Holistic Financial Partners's SHG Position: Q2 2018 in Review

Holistic Financial Partners sold out of Shinhan Financial Group (SHG) in Q2 2018, closing a stake of 1,371 shares — an estimated $58K sold.

Holistic Financial Partners first reported a position in SHG in Q4 2017 and held it in 2 quarters. The position peaked at $64K in Q4 2017. 111 funds tracked by Wall St. Rank hold SHG as of Q2 2018.

  • Holistic Financial Partners reported no remaining Shinhan Financial Group position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,371 Shinhan Financial Group shares in Q2 2018, an estimated $58K.
  • Holistic Financial Partners first reported a position in Shinhan Financial Group in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Shinhan Financial Group position peaked at $64K in Q4 2017.
  • 111 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.