Price Wealth’s Shinhan Financial Group SHG Stock Holding History

Price 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
2019 Q4	–	Sell	-33	Closed	-$1K	–	459
2019 Q3	$1K	Hold	33	–	–	﹤0.01%	275
2019 Q2	$1K	Buy	+33	New	+$1.28K	﹤0.01%	274

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

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

Price Wealth's SHG Position: Q4 2019 in Review

Price Wealth sold out of Shinhan Financial Group (SHG) in Q4 2019, closing a stake of 33 shares — an estimated $1K sold.

Price Wealth first reported a position in SHG in Q2 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 114 funds tracked by Wall St. Rank hold SHG as of Q4 2019.

Price Wealth reported no remaining Shinhan Financial Group position as of Q4 2019 after selling out during the quarter.
Price Wealth sold 33 Shinhan Financial Group shares in Q4 2019, an estimated $1K.
Price Wealth first reported a position in Shinhan Financial Group in Q2 2019 and held it in 2 quarters.
Price Wealth's Shinhan Financial Group position peaked at $1K in Q3 2019.
114 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2019.

Based on Price Wealth's 13F filing for Q4 2019, filed 16 Jan 2020.