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Squar Milner Financial Services’s Shinhan Financial Group SHG Stock Holding History

Squar Milner Financial Services’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
Q1 		– Sell
-58
Closed -$2K – 852
2019
Q4 		$2K Buy
+58
New +$2.15K ﹤0.01% 756

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Squar Milner Financial Services's SHG Position: Q1 2020 in Review

Squar Milner Financial Services sold out of Shinhan Financial Group (SHG) in Q1 2020, closing a stake of 58 shares — an estimated $2K sold.

Squar Milner Financial Services first reported a position in SHG in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 111 funds tracked by Wall St. Rank hold SHG as of Q1 2020.

  • Squar Milner Financial Services reported no remaining Shinhan Financial Group position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 58 Shinhan Financial Group shares in Q1 2020, an estimated $2K.
  • Squar Milner Financial Services first reported a position in Shinhan Financial Group in Q4 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Shinhan Financial Group position peaked at $2K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.