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Winfield Associates’s Shinhan Financial Group SHG Stock Holding History

Winfield Associates’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
Q1 		– Sell
-145
Closed -$7K – 553
2017
Q4 		$7K Hold
145
– – ﹤0.01% 481
2017
Q3 		$6K Hold
145
– – ﹤0.01% 480
2017
Q2 		$6K Buy
145
+10
+7% +$432 ﹤0.01% 492
2017
Q1 		$6K Hold
135
– – ﹤0.01% 453
2016
Q4 		$5K Buy
135
+20
+17% +$762 ﹤0.01% 435
2016
Q3 		$4K Hold
115
– – ﹤0.01% 443
2016
Q2 		$4K Buy
115
+15
+15% +$515 ﹤0.01% 432
2016
Q1 		$4K Buy
+100
New +$3.27K ﹤0.01% 411

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Winfield Associates's SHG Position: Q1 2018 in Review

Winfield Associates sold out of Shinhan Financial Group (SHG) in Q1 2018, closing a stake of 145 shares — an estimated $7K sold.

Winfield Associates first reported a position in SHG in Q1 2016 and held it in 8 quarters. The position peaked at $7K in Q4 2017. 109 funds tracked by Wall St. Rank hold SHG as of Q1 2018.

  • Winfield Associates reported no remaining Shinhan Financial Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 145 Shinhan Financial Group shares in Q1 2018, an estimated $7K.
  • Winfield Associates first reported a position in Shinhan Financial Group in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Shinhan Financial Group position peaked at $7K in Q4 2017.
  • 109 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.