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Mizuho Trust & Banking’s Shinhan Financial Group SHG Stock Holding History

Mizuho Trust & Banking’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
2016
Q4 		– Sell
-2,623
Closed -$96K – 551
2016
Q3 		$96K Buy
2,623
+550
+27% +$19.6K ﹤0.01% 817
2016
Q2 		$68K Sell
2,073
-19
-0.9% -$652 ﹤0.01% 835
2016
Q1 		$74K Buy
2,092
+144
+7% +$4.7K ﹤0.01% 821
2015
Q4 		$66K Buy
1,948
+541
+38% +$19.7K ﹤0.01% 763
2015
Q3 		$49K Sell
1,407
-2,596
-65% -$89.8K ﹤0.01% 823
2015
Q2 		$148K Buy
4,003
+1,098
+38% +$42.5K ﹤0.01% 803
2015
Q1 		$108K Buy
+2,905
New +$114K ﹤0.01% 838

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
Vanguard Group
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Mizuho Trust & Banking's SHG Position: Q4 2016 in Review

Mizuho Trust & Banking sold out of Shinhan Financial Group (SHG) in Q4 2016, closing a stake of 2,623 shares — an estimated $96K sold.

Mizuho Trust & Banking first reported a position in SHG in Q1 2015 and held it in 7 quarters. The position peaked at $148K in Q2 2015. 98 funds tracked by Wall St. Rank hold SHG as of Q4 2016.

  • Mizuho Trust & Banking reported no remaining Shinhan Financial Group position as of Q4 2016 after selling out during the quarter.
  • Mizuho Trust & Banking sold 2,623 Shinhan Financial Group shares in Q4 2016, an estimated $96K.
  • Mizuho Trust & Banking first reported a position in Shinhan Financial Group in Q1 2015 and held it in 7 quarters.
  • Mizuho Trust & Banking's Shinhan Financial Group position peaked at $148K in Q2 2015.
  • 98 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2016.

Based on Mizuho Trust & Banking's 13F filing for Q4 2016, filed 14 Feb 2017.