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Whitnell & Co’s Shinhan Financial Group SHG Stock Holding History

Whitnell & Co’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
2018
Q3 		– Sell
-154
Closed -$6K – 326
2018
Q2 		$6K Hold
154
– – ﹤0.01% 257
2018
Q1 		$7K Hold
154
– – ﹤0.01% 272
2017
Q4 		$7K Buy
+154
New +$6.91K ﹤0.01% 241
2017
Q1 		– Sell
-396
Closed -$15K – 341
2016
Q4 		$15K Hold
396
– – 0.01% 223
2016
Q3 		$14K Buy
396
+190
+92% +$6.76K ﹤0.01% 221
2016
Q2 		$7K Buy
206
+81
+65% +$2.78K ﹤0.01% 275
2016
Q1 		$4K Sell
125
-111
-47% -$3.63K ﹤0.01% 322
2015
Q4 		$8K Hold
236
– – ﹤0.01% 264
2015
Q3 		$8K Buy
+236
New +$8.16K ﹤0.01% 260

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Whitnell & Co's SHG Position: Q3 2018 in Review

Whitnell & Co sold out of Shinhan Financial Group (SHG) in Q3 2018, closing a stake of 154 shares — an estimated $6K sold.

Whitnell & Co first reported a position in SHG in Q3 2015 and held it in 9 quarters. The position peaked at $15K in Q4 2016. 112 funds tracked by Wall St. Rank hold SHG as of Q3 2018.

  • Whitnell & Co reported no remaining Shinhan Financial Group position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 154 Shinhan Financial Group shares in Q3 2018, an estimated $6K.
  • Whitnell & Co first reported a position in Shinhan Financial Group in Q3 2015 and held it in 9 quarters.
  • Whitnell & Co's Shinhan Financial Group position peaked at $15K in Q4 2016.
  • 112 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.