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World Asset Management’s Shinhan Financial Group SHG Stock Holding History

World 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
2019
Q3 		– Sell
-6,859
Closed -$267K – 1197
2019
Q2 		$267K Sell
6,859
-317
-4% -$12.3K 0.01% 915
2019
Q1 		$267K Hold
7,176
– – 0.01% 901
2018
Q4 		$255K Sell
7,176
-4,890
-41% -$185K 0.02% 832
2018
Q3 		$484K Sell
12,066
-2,149
-15% -$83K 0.02% 724
2018
Q2 		$547K Sell
14,215
-4,650
-25% -$198K 0.03% 679
2018
Q1 		$800K Sell
18,865
-7,940
-30% -$360K 0.04% 563
2017
Q4 		$1.24M Sell
26,805
-1,049
-4% -$47K 0.04% 509
2017
Q3 		$1.23M Sell
27,854
-73
-0.3% -$3.32K 0.04% 520
2017
Q2 		$1.22M Sell
27,927
-1,610
-5% -$69.6K 0.04% 524
2017
Q1 		$1.23M Buy
29,537
+433
+1% +$17.6K 0.04% 538
2016
Q4 		$1.09M Sell
29,104
-2,601
-8% -$99.2K 0.04% 532
2016
Q3 		$1.16M Buy
31,705
+2,357
+8% +$83.8K 0.04% 539
2016
Q2 		$961K Buy
29,348
+2,252
+8% +$77.3K 0.04% 572
2016
Q1 		$954K Buy
27,096
+1,939
+8% +$63.3K 0.04% 566
2015
Q4 		$845K Buy
25,157
+579
+2% +$21.1K 0.03% 600
2015
Q3 		$855K Buy
24,578
+1,987
+9% +$68.7K 0.04% 583
2015
Q2 		$837K Sell
22,591
-1,475
-6% -$57.1K 0.03% 612
2015
Q1 		$898K Sell
24,066
-249
-1% -$9.73K 0.03% 627
2014
Q4 		$982K Sell
24,315
-180
-0.7% -$7.99K 0.03% 590
2014
Q3 		$1.11M Sell
24,495
-1,340
-5% -$65.2K 0.03% 579
2014
Q2 		$1.19M Sell
25,835
-835
-3% -$37.3K 0.04% 564
2014
Q1 		$1.17M Sell
26,670
-6,373
-19% -$264K 0.04% 559
2013
Q4 		$1.51M Sell
33,043
-9,694
-23% -$415K 0.04% 521
2013
Q3 		$1.73M Sell
42,737
-7,927
-16% -$294K 0.04% 517
2013
Q2 		$1.65M Buy
+50,664
New +$1.73M 0.04% 557

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

World Asset Management's SHG Position: Q3 2019 in Review

World Asset Management sold out of Shinhan Financial Group (SHG) in Q3 2019, closing a stake of 6,859 shares — an estimated $267K sold.

World Asset Management first reported a position in SHG in Q2 2013 and held it in 25 quarters. The position peaked at $1.73M in Q3 2013. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

  • World Asset Management reported no remaining Shinhan Financial Group position as of Q3 2019 after selling out during the quarter.
  • World Asset Management sold 6,859 Shinhan Financial Group shares in Q3 2019, an estimated $267K.
  • World Asset Management first reported a position in Shinhan Financial Group in Q2 2013 and held it in 25 quarters.
  • World Asset Management's Shinhan Financial Group position peaked at $1.73M in Q3 2013.
  • 116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on World Asset Management's 13F filing for Q3 2019, filed 22 Oct 2019.