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JOYN Advisors’s Shinhan Financial Group SHG Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-15
Closed -$1K – 1175
2018
Q4 		$1K Hold
15
– – ﹤0.01% 1670
2018
Q3 		$1K Hold
15
– – ﹤0.01% 1659
2018
Q2 		$1K Buy
+15
New +$640 ﹤0.01% 1644

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JOYN Advisors's SHG Position: Q1 2019 in Review

JOYN Advisors sold out of Shinhan Financial Group (SHG) in Q1 2019, closing a stake of 15 shares — an estimated $1K sold.

JOYN Advisors first reported a position in SHG in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 124 funds tracked by Wall St. Rank hold SHG as of Q1 2019.

  • JOYN Advisors reported no remaining Shinhan Financial Group position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 15 Shinhan Financial Group shares in Q1 2019, an estimated $1K.
  • JOYN Advisors first reported a position in Shinhan Financial Group in Q2 2018 and held it in 3 quarters.
  • JOYN Advisors's Shinhan Financial Group position peaked at $1K in Q4 2018.
  • 124 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.