Partnervest Advisory Services’s Shinhan Financial Group SHG Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-63	Closed	-$3K	–	670
2014 Q2	$3K	Hold	63	–	–	﹤0.01%	947
2014 Q1	$3K	Sell	63 -15	-19%	-$622	﹤0.01%	918
2013 Q4	$4K	Sell	78 -5	-6%	-$214	﹤0.01%	828
2013 Q3	$3K	Sell	83 -3	-3%	-$111	﹤0.01%	904
2013 Q2	$3K	Buy	+86	New	+$2.94K	﹤0.01%	841

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Partnervest Advisory Services's SHG Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Shinhan Financial Group (SHG) in Q3 2014, closing a stake of 63 shares — an estimated $3K sold.

Partnervest Advisory Services first reported a position in SHG in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q4 2013. 85 funds tracked by Wall St. Rank hold SHG as of Q3 2014.

Partnervest Advisory Services reported no remaining Shinhan Financial Group position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 63 Shinhan Financial Group shares in Q3 2014, an estimated $3K.
Partnervest Advisory Services first reported a position in Shinhan Financial Group in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Shinhan Financial Group position peaked at $4K in Q4 2013.
85 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.