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TCI Wealth Advisors’s Shinhan Financial Group SHG Stock Holding History

TCI Wealth 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
Closed – – 1628
2018
Q3 		$0 Sell
8
-17
-68% -$656 ﹤0.01% 1565
2018
Q2 		$1K Buy
+25
New +$1.07K ﹤0.01% 1368

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
Charles Schwab
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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TCI Wealth Advisors's SHG Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Shinhan Financial Group (SHG) in Q4 2018, closing a stake of 8 shares.

TCI Wealth Advisors first reported a position in SHG in Q2 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2018. 127 funds tracked by Wall St. Rank hold SHG as of Q4 2018.

  • TCI Wealth Advisors reported no remaining Shinhan Financial Group position as of Q4 2018 after selling out during the quarter.
  • TCI Wealth Advisors sold 8 Shinhan Financial Group shares in Q4 2018.
  • TCI Wealth Advisors first reported a position in Shinhan Financial Group in Q2 2018 and held it in 2 quarters.
  • TCI Wealth Advisors's Shinhan Financial Group position peaked at $1K in Q2 2018.
  • 127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.