Mackenzie Financial’s Shinhan Financial Group SHG Stock Holding History

Mackenzie 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
2019 Q1	–	Sell	-6,000	Closed	-$213K	–	1307
2018 Q4	$213K	Sell	6,000 -7,100	-54%	-$268K	﹤0.01%	1085
2018 Q3	$526K	Buy	13,100 +400	+3%	+$15.4K	﹤0.01%	870
2018 Q2	$489K	Hold	12,700	–	–	﹤0.01%	792
2018 Q1	$538K	Buy	12,700 +400	+3%	+$18.2K	﹤0.01%	722
2017 Q4	$571K	Buy	+12,300	New	+$552K	﹤0.01%	664
2015 Q1	–	Sell	-25,100	Closed	-$1.01M	–	800
2014 Q4	$1.01M	Sell	25,100 -900	-3%	-$39.9K	0.01%	531
2014 Q3	$1.18M	Sell	26,000 -10,200	-28%	-$496K	0.01%	482
2014 Q2	$1.66M	Buy	36,200 +2,900	+9%	+$130K	0.01%	439
2014 Q1	$1.46M	Sell	33,300 -13,700	-29%	-$568K	0.01%	436
2013 Q4	$2.15M	Buy	47,000 +1,000	+2%	+$42.8K	0.01%	380
2013 Q3	$1.89M	Buy	+46,000	New	+$1.7M	0.01%	383

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

BIP

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

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

Mackenzie Financial's SHG Position: Q1 2019 in Review

Mackenzie Financial sold out of Shinhan Financial Group (SHG) in Q1 2019, closing a stake of 6,000 shares — an estimated $213K sold.

Mackenzie Financial first reported a position in SHG in Q3 2013 and held it in 11 quarters. The position peaked at $2.15M in Q4 2013. 124 funds tracked by Wall St. Rank hold SHG as of Q1 2019.

Mackenzie Financial reported no remaining Shinhan Financial Group position as of Q1 2019 after selling out during the quarter.
Mackenzie Financial sold 6,000 Shinhan Financial Group shares in Q1 2019, an estimated $213K.
Mackenzie Financial first reported a position in Shinhan Financial Group in Q3 2013 and held it in 11 quarters.
Mackenzie Financial's Shinhan Financial Group position peaked at $2.15M in Q4 2013.
124 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2019.

Based on Mackenzie Financial's 13F filing for Q1 2019, filed 15 May 2019.