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Stratos Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-476
Closed -$20K – 2301
2018
Q1 		$20K Buy
+476
New +$21.6K ﹤0.01% 2017

Other funds holding SHG

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stratos Wealth Partners's SHG Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Shinhan Financial Group (SHG) in Q2 2018, closing a stake of 476 shares — an estimated $20K sold.

Stratos Wealth Partners first reported a position in SHG in Q1 2018 and held it in 1 quarter. The position peaked at $20K in Q1 2018. 111 funds tracked by Wall St. Rank hold SHG as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Shinhan Financial Group position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 476 Shinhan Financial Group shares in Q2 2018, an estimated $20K.
  • Stratos Wealth Partners first reported a position in Shinhan Financial Group in Q1 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's Shinhan Financial Group position peaked at $20K in Q1 2018.
  • 111 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.