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Mosaic Family Wealth’s Shinhan Financial Group SHG Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-745
Closed -$33K – 884
2017
Q3 		$33K Sell
745
-30
-4% -$1.36K 0.01% 398
2017
Q2 		$34K Sell
775
-5
-0.6% -$216 0.01% 371
2017
Q1 		$33K Sell
780
-31
-4% -$1.26K 0.01% 379
2016
Q4 		$31K Hold
811
– – 0.01% 380
2016
Q3 		$30K Hold
811
– – 0.01% 395
2016
Q2 		$27K Hold
811
– – 0.01% 410
2016
Q1 		$28K Hold
811
– – 0.01% 395
2015
Q4 		$27K Buy
+811
New +$29.6K 0.01% 404

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mosaic Family Wealth's SHG Position: Q4 2017 in Review

Mosaic Family Wealth sold out of Shinhan Financial Group (SHG) in Q4 2017, closing a stake of 745 shares — an estimated $33K sold.

Mosaic Family Wealth first reported a position in SHG in Q4 2015 and held it in 8 quarters. The position peaked at $34K in Q2 2017. 111 funds tracked by Wall St. Rank hold SHG as of Q4 2017.

  • Mosaic Family Wealth reported no remaining Shinhan Financial Group position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 745 Shinhan Financial Group shares in Q4 2017, an estimated $33K.
  • Mosaic Family Wealth first reported a position in Shinhan Financial Group in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's Shinhan Financial Group position peaked at $34K in Q2 2017.
  • 111 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.