PFO
SHG icon

Pathstone Family Office’s Shinhan Financial Group SHG Stock Holding History

Pathstone Family Office’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
2018
Q2 		– Sell
-70
Closed -$3K – 301
2018
Q1 		$3K Buy
+70
New +$3.18K ﹤0.01% 308

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pathstone Family Office's SHG Position: Q2 2018 in Review

Pathstone Family Office sold out of Shinhan Financial Group (SHG) in Q2 2018, closing a stake of 70 shares — an estimated $3K sold.

Pathstone Family Office first reported a position in SHG in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 111 funds tracked by Wall St. Rank hold SHG as of Q2 2018.

  • Pathstone Family Office reported no remaining Shinhan Financial Group position as of Q2 2018 after selling out during the quarter.
  • Pathstone Family Office sold 70 Shinhan Financial Group shares in Q2 2018, an estimated $3K.
  • Pathstone Family Office first reported a position in Shinhan Financial Group in Q1 2018 and held it in 1 quarter.
  • Pathstone Family Office's Shinhan Financial Group position peaked at $3K in Q1 2018.
  • 111 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2018.

Based on Pathstone Family Office's 13F filing for Q2 2018, filed 10 Aug 2018.