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WealthBridge Capital Management’s Shinhan Financial Group SHG Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-136
Closed -$5K – 735
2019
Q1 		$5K Hold
136
– – ﹤0.01% 692
2018
Q4 		$5K Buy
+136
New +$5.13K ﹤0.01% 651

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
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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

WealthBridge Capital Management's SHG Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Shinhan Financial Group (SHG) in Q2 2019, closing a stake of 136 shares — an estimated $5K sold.

WealthBridge Capital Management first reported a position in SHG in Q4 2018 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 123 funds tracked by Wall St. Rank hold SHG as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Shinhan Financial Group position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 136 Shinhan Financial Group shares in Q2 2019, an estimated $5K.
  • WealthBridge Capital Management first reported a position in Shinhan Financial Group in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Shinhan Financial Group position peaked at $5K in Q1 2019.
  • 123 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.