Icon Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Icon Wealth 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
2019 Q2	–	Sell	-1,948	Closed	-$72K	–	654
2019 Q1	$72K	Buy	+1,948	New	+$73.1K	0.03%	289
2018 Q3	–	Sell	-2,215	Closed	-$85K	–	641
2018 Q2	$85K	Buy	+2,215	New	+$94.5K	0.04%	270
2018 Q1	–	Sell	-1,958	Closed	-$91K	–	640
2017 Q4	$91K	Buy	+1,958	New	+$87.8K	0.05%	291

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Icon Wealth Partners's SHG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Shinhan Financial Group (SHG) in Q2 2019, closing a stake of 1,948 shares — an estimated $72K sold.

Icon Wealth Partners first reported a position in SHG in Q4 2017 and held it in 3 quarters. The position peaked at $91K in Q4 2017. 123 funds tracked by Wall St. Rank hold SHG as of Q2 2019.

Icon Wealth Partners reported no remaining Shinhan Financial Group position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 1,948 Shinhan Financial Group shares in Q2 2019, an estimated $72K.
Icon Wealth Partners first reported a position in Shinhan Financial Group in Q4 2017 and held it in 3 quarters.
Icon Wealth Partners's Shinhan Financial Group position peaked at $91K in Q4 2017.
123 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.