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Summit Trail Advisors’s Shinhan Financial Group SHG Stock Holding History

Summit Trail 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
Q1 		– Sell
-84
Closed -$4K – 1443
2017
Q4 		$4K Buy
+84
New +$3.77K ﹤0.01% 1491

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's SHG Position: Q1 2018 in Review

Summit Trail Advisors sold out of Shinhan Financial Group (SHG) in Q1 2018, closing a stake of 84 shares — an estimated $4K sold.

Summit Trail Advisors first reported a position in SHG in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 109 funds tracked by Wall St. Rank hold SHG as of Q1 2018.

  • Summit Trail Advisors reported no remaining Shinhan Financial Group position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 84 Shinhan Financial Group shares in Q1 2018, an estimated $4K.
  • Summit Trail Advisors first reported a position in Shinhan Financial Group in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Shinhan Financial Group position peaked at $4K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.