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Moody National Bank Trust Division’s Shinhan Financial Group SHG Stock Holding History

Moody National Bank Trust Division’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
-1,700
Closed -$63K – 866
2019
Q1 		$63K Hold
1,700
– – ﹤0.01% 410
2018
Q4 		$60K Hold
1,700
– – ﹤0.01% 389
2018
Q3 		$68K Buy
+1,700
New +$65.6K ﹤0.01% 366

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
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Moody National Bank Trust Division's SHG Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of Shinhan Financial Group (SHG) in Q2 2019, closing a stake of 1,700 shares — an estimated $63K sold.

Moody National Bank Trust Division first reported a position in SHG in Q3 2018 and held it in 3 quarters. The position peaked at $68K in Q3 2018. 123 funds tracked by Wall St. Rank hold SHG as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining Shinhan Financial Group position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 1,700 Shinhan Financial Group shares in Q2 2019, an estimated $63K.
  • Moody National Bank Trust Division first reported a position in Shinhan Financial Group in Q3 2018 and held it in 3 quarters.
  • Moody National Bank Trust Division's Shinhan Financial Group position peaked at $68K in Q3 2018.
  • 123 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.