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US Financial Advisors’s Shinhan Financial Group SHG Stock Holding History

US Financial 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
2016
Q2 		– Sell
-10
Closed – – 342
2016
Q1 		$0 Hold
10
– – ﹤0.01% 587
2015
Q4 		$0 Hold
10
– – ﹤0.01% 663
2015
Q3 		$0 Hold
10
– – ﹤0.01% 599
2015
Q2 		$0 Buy
+10
New +$387 ﹤0.01% 564

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

US Financial Advisors's SHG Position: Q2 2016 in Review

US Financial Advisors sold out of Shinhan Financial Group (SHG) in Q2 2016, closing a stake of 10 shares.

US Financial Advisors first reported a position in SHG in Q2 2015 and held it in 4 quarters. The position peaked at $0 in Q1 2016. 99 funds tracked by Wall St. Rank hold SHG as of Q2 2016.

  • US Financial Advisors reported no remaining Shinhan Financial Group position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 10 Shinhan Financial Group shares in Q2 2016.
  • US Financial Advisors first reported a position in Shinhan Financial Group in Q2 2015 and held it in 4 quarters.
  • US Financial Advisors's Shinhan Financial Group position peaked at $0 in Q1 2016.
  • 99 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.