WI
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WBI Investments’s Shinhan Financial Group SHG Stock Holding History

WBI Investments’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
Q1 		– Sell
-44,833
Closed -$1.51M – 214
2015
Q4 		$1.51M Buy
+44,833
New +$1.63M 0.04% 162

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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

WBI Investments's SHG Position: Q1 2016 in Review

WBI Investments sold out of Shinhan Financial Group (SHG) in Q1 2016, closing a stake of 44,833 shares — an estimated $1.51M sold.

WBI Investments first reported a position in SHG in Q4 2015 and held it in 1 quarter. The position peaked at $1.51M in Q4 2015. 98 funds tracked by Wall St. Rank hold SHG as of Q1 2016.

  • WBI Investments reported no remaining Shinhan Financial Group position as of Q1 2016 after selling out during the quarter.
  • WBI Investments sold 44,833 Shinhan Financial Group shares in Q1 2016, an estimated $1.51M.
  • WBI Investments first reported a position in Shinhan Financial Group in Q4 2015 and held it in 1 quarter.
  • WBI Investments's Shinhan Financial Group position peaked at $1.51M in Q4 2015.
  • 98 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2016.

Based on WBI Investments's 13F filing for Q1 2016, filed 11 May 2016.