PAG
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Private Advisor Group’s Shinhan Financial Group SHG Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-60
Closed -$1K – 3116
2020
Q2 		$1K Buy
+60
New +$1.47K ﹤0.01% 3750
2020
Q1 		– Sell
-6,665
Closed -$253K – 1611
2019
Q4 		$253K Buy
6,665
+105
+2% +$3.89K ﹤0.01% 1355
2019
Q3 		$229K Buy
+6,560
New +$233K ﹤0.01% 1443

Other funds holding SHG

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Private Advisor Group's SHG Position: Q3 2020 in Review

Private Advisor Group sold out of Shinhan Financial Group (SHG) in Q3 2020, closing a stake of 60 shares — an estimated $1K sold.

Private Advisor Group first reported a position in SHG in Q3 2019 and held it in 3 quarters. The position peaked at $253K in Q4 2019. 107 funds tracked by Wall St. Rank hold SHG as of Q3 2020.

  • Private Advisor Group reported no remaining Shinhan Financial Group position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 60 Shinhan Financial Group shares in Q3 2020, an estimated $1K.
  • Private Advisor Group first reported a position in Shinhan Financial Group in Q3 2019 and held it in 3 quarters.
  • Private Advisor Group's Shinhan Financial Group position peaked at $253K in Q4 2019.
  • 107 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.