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Well Done LLC’s Shinhan Financial Group SHG Stock Holding History

Well Done LLC’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
Q1 		– Sell
-202
Closed -$7K – 558
2018
Q4 		$7K Buy
+202
New +$7.63K ﹤0.01% 536
2018
Q2 		– Sell
-202
Closed -$9K – 450
2018
Q1 		$9K Buy
+202
New +$9.17K ﹤0.01% 454

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Well Done LLC's SHG Position: Q1 2019 in Review

Well Done LLC sold out of Shinhan Financial Group (SHG) in Q1 2019, closing a stake of 202 shares — an estimated $7K sold.

Well Done LLC first reported a position in SHG in Q1 2018 and held it in 2 quarters. The position peaked at $9K in Q1 2018. 124 funds tracked by Wall St. Rank hold SHG as of Q1 2019.

  • Well Done LLC reported no remaining Shinhan Financial Group position as of Q1 2019 after selling out during the quarter.
  • Well Done LLC sold 202 Shinhan Financial Group shares in Q1 2019, an estimated $7K.
  • Well Done LLC first reported a position in Shinhan Financial Group in Q1 2018 and held it in 2 quarters.
  • Well Done LLC's Shinhan Financial Group position peaked at $9K in Q1 2018.
  • 124 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2019.

Based on Well Done LLC's 13F filing for Q1 2019, filed 9 May 2019.