Lee Financial’s Shinhan Financial Group SHG Stock Holding History

Lee Financial’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 Q3	–	Sell	-92	Closed	-$4K	–	673
2018 Q2	$4K	Buy	+92	New	+$3.93K	﹤0.01%	659

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Lee Financial's SHG Position: Q3 2018 in Review

Lee Financial sold out of Shinhan Financial Group (SHG) in Q3 2018, closing a stake of 92 shares — an estimated $4K sold.

Lee Financial first reported a position in SHG in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 112 funds tracked by Wall St. Rank hold SHG as of Q3 2018.

Lee Financial reported no remaining Shinhan Financial Group position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 92 Shinhan Financial Group shares in Q3 2018, an estimated $4K.
Lee Financial first reported a position in Shinhan Financial Group in Q2 2018 and held it in 1 quarter.
Lee Financial's Shinhan Financial Group position peaked at $4K in Q2 2018.
112 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.