Raymond James Financial Services Advisors’s Shinhan Financial Group SHG Stock Holding History

Raymond James Financial Services Advisors’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 Q4	–	Sell	-8,261	Closed	-$332K	–	2800
2018 Q3	$332K	Sell	8,261 -4,059	-33%	-$157K	﹤0.01%	2209
2018 Q2	$474K	Sell	12,320 -3,140	-20%	-$134K	﹤0.01%	1906
2018 Q1	$656K	Buy	15,460 +4,980	+48%	+$226K	﹤0.01%	1556
2017 Q4	$486K	Buy	+10,480	New	+$470K	﹤0.01%	1723

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

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

Raymond James Financial Services Advisors's SHG Position: Q4 2018 in Review

Raymond James Financial Services Advisors sold out of Shinhan Financial Group (SHG) in Q4 2018, closing a stake of 8,261 shares — an estimated $332K sold.

Raymond James Financial Services Advisors first reported a position in SHG in Q4 2017 and held it in 4 quarters. The position peaked at $656K in Q1 2018. 127 funds tracked by Wall St. Rank hold SHG as of Q4 2018.

Raymond James Financial Services Advisors reported no remaining Shinhan Financial Group position as of Q4 2018 after selling out during the quarter.
Raymond James Financial Services Advisors sold 8,261 Shinhan Financial Group shares in Q4 2018, an estimated $332K.
Raymond James Financial Services Advisors first reported a position in Shinhan Financial Group in Q4 2017 and held it in 4 quarters.
Raymond James Financial Services Advisors's Shinhan Financial Group position peaked at $656K in Q1 2018.
127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.