PWMG
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Prestige Wealth Management Group’s Shinhan Financial Group SHG Stock Holding History

Prestige Wealth Management Group’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
Q1 		– Sell
-241
Closed -$9K – 1016
2018
Q4 		$9K Buy
+241
New +$9.1K 0.01% 461

Other funds holding SHG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Prestige Wealth Management Group's SHG Position: Q1 2019 in Review

Prestige Wealth Management Group sold out of Shinhan Financial Group (SHG) in Q1 2019, closing a stake of 241 shares — an estimated $9K sold.

Prestige Wealth Management Group first reported a position in SHG in Q4 2018 and held it in 1 quarter. The position peaked at $9K in Q4 2018. 124 funds tracked by Wall St. Rank hold SHG as of Q1 2019.

  • Prestige Wealth Management Group reported no remaining Shinhan Financial Group position as of Q1 2019 after selling out during the quarter.
  • Prestige Wealth Management Group sold 241 Shinhan Financial Group shares in Q1 2019, an estimated $9K.
  • Prestige Wealth Management Group first reported a position in Shinhan Financial Group in Q4 2018 and held it in 1 quarter.
  • Prestige Wealth Management Group's Shinhan Financial Group position peaked at $9K in Q4 2018.
  • 124 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2019.

Based on Prestige Wealth Management Group's 13F filing for Q1 2019, filed 16 Aug 2019.