Wealthspire Advisors (Maryland)’s Shinhan Financial Group SHG Stock Holding History

Wealthspire Advisors (Maryland)’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	-111	Closed	-$4K	–	1737
2019 Q1	$4K	Buy	111 +71	+178%	+$2.67K	﹤0.01%	1929
2018 Q4	$1K	Sell	40 -30	-43%	-$1.13K	﹤0.01%	2320
2018 Q3	$3K	Sell	70 -67	-49%	-$2.59K	﹤0.01%	2065
2018 Q2	$5K	Buy	137 +66	+93%	+$2.82K	﹤0.01%	1819
2018 Q1	$3K	Sell	71 -48	-40%	-$2.18K	﹤0.01%	2059
2017 Q4	$6K	Sell	119 -109	-48%	-$4.89K	﹤0.01%	1791
2017 Q3	$10K	Buy	228 +159	+230%	+$7.22K	﹤0.01%	1581
2017 Q2	$3K	Hold	69	–	–	﹤0.01%	1914
2017 Q1	$3K	Buy	+69	New	+$2.81K	﹤0.01%	1639
2016 Q4	–	Sell	-109	Closed	-$4K	–	1830
2016 Q3	$4K	Hold	109	–	–	﹤0.01%	1441
2016 Q2	$4K	Hold	109	–	–	﹤0.01%	1393
2016 Q1	$4K	Hold	109	–	–	﹤0.01%	1408
2015 Q4	$4K	Buy	+109	New	+$3.97K	﹤0.01%	1408

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SHG Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Shinhan Financial Group (SHG) in Q2 2019, closing a stake of 111 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in SHG in Q4 2015 and held it in 13 quarters. The position peaked at $10K in Q3 2017. 123 funds tracked by Wall St. Rank hold SHG as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Shinhan Financial Group position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 111 Shinhan Financial Group shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Shinhan Financial Group in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Shinhan Financial Group position peaked at $10K in Q3 2017.
123 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.