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Wilbanks Smith & Thomas Asset Management’s Shinhan Financial Group SHG Stock Holding History

Wilbanks Smith & Thomas Asset 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
2018
Q4 		– Sell
-293
Closed -$12K – 1146
2018
Q3 		$12K Buy
+293
New +$11.3K ﹤0.01% 999

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Northern Trust
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SHG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Shinhan Financial Group (SHG) in Q4 2018, closing a stake of 293 shares — an estimated $12K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SHG in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 127 funds tracked by Wall St. Rank hold SHG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Shinhan Financial Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 293 Shinhan Financial Group shares in Q4 2018, an estimated $12K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Shinhan Financial Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Shinhan Financial Group position peaked at $12K in Q3 2018.
  • 127 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.