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Realta Investment Advisors’s Shinhan Financial Group SHG Stock Holding History

Realta Investment 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
2019
Q3 		– Sell
-75
Closed -$3K – 1775
2019
Q2 		$3K Buy
+75
New +$2.9K ﹤0.01% 1506

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Realta Investment Advisors's SHG Position: Q3 2019 in Review

Realta Investment Advisors sold out of Shinhan Financial Group (SHG) in Q3 2019, closing a stake of 75 shares — an estimated $3K sold.

Realta Investment Advisors first reported a position in SHG in Q2 2019 and held it in 1 quarter. The position peaked at $3K in Q2 2019. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

  • Realta Investment Advisors reported no remaining Shinhan Financial Group position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 75 Shinhan Financial Group shares in Q3 2019, an estimated $3K.
  • Realta Investment Advisors first reported a position in Shinhan Financial Group in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Shinhan Financial Group position peaked at $3K in Q2 2019.
  • 116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.