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Placemark Investments’s Shinhan Financial Group SHG Stock Holding History

Placemark Investments’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
Q4 		$347K Buy
8,651
+228
+3% +$10.1K 0.01% 1336
2014
Q3 		$383K Sell
8,423
-496
-6% -$24.1K 0.01% 1291
2014
Q2 		$410K Sell
8,919
-1,725
-16% -$77K 0.01% 1251
2014
Q1 		$467K Sell
10,644
-3,748
-26% -$155K 0.01% 1158
2013
Q4 		$657K Buy
14,392
+4,324
+43% +$185K 0.01% 1027
2013
Q3 		$408K Buy
10,068
+670
+7% +$24.8K 0.01% 1195
2013
Q2 		$305K Buy
+9,398
New +$321K 0.01% 1272

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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return

Placemark Investments's SHG Position: Q4 2014 in Review

Placemark Investments increased its Shinhan Financial Group (SHG) stake by 2.7% in Q4 2014, buying an estimated $10.1K and bringing the position to 8,651 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #1336.

Placemark Investments first reported a position in SHG in Q2 2013 and has held it in 7 quarters since. The position peaked at $657K in Q4 2013. 86 funds tracked by Wall St. Rank hold SHG as of Q4 2014.

  • Placemark Investments held 8,651 shares of Shinhan Financial Group worth $347K as of Q4 2014.
  • Placemark Investments bought 228 Shinhan Financial Group shares in Q4 2014, an estimated $10.1K.
  • Shinhan Financial Group made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1336 holding.
  • Placemark Investments first reported a position in Shinhan Financial Group in Q2 2013 and has held it in 7 quarters since.
  • Placemark Investments's Shinhan Financial Group position peaked at $657K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.