YorkBridge Wealth Partners’s Shinhan Financial Group SHG Stock Holding History

YorkBridge Wealth Partners’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	-209	Closed	-$8K	–	554
2019 Q2	$8K	Hold	209	–	–	﹤0.01%	608
2019 Q1	$8K	Hold	209	–	–	﹤0.01%	618
2018 Q4	$7K	Hold	209	–	–	﹤0.01%	605
2018 Q3	$8K	Hold	209	–	–	﹤0.01%	621
2018 Q2	$8K	Hold	209	–	–	﹤0.01%	639
2018 Q1	$9K	Hold	209	–	–	﹤0.01%	632
2017 Q4	$10K	Buy	209 +38	+22%	+$1.7K	﹤0.01%	629
2017 Q3	$8K	Hold	171	–	–	﹤0.01%	662
2017 Q2	$7K	Buy	171 +25	+17%	+$1.08K	﹤0.01%	678
2017 Q1	$6K	Hold	146	–	–	﹤0.01%	675
2016 Q4	$5K	Buy	+146	New	+$5.57K	﹤0.01%	681

Other funds holding SHG

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

YorkBridge Wealth Partners's SHG Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Shinhan Financial Group (SHG) in Q3 2019, closing a stake of 209 shares — an estimated $8K sold.

YorkBridge Wealth Partners first reported a position in SHG in Q4 2016 and held it in 11 quarters. The position peaked at $10K in Q4 2017. 116 funds tracked by Wall St. Rank hold SHG as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Shinhan Financial Group position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 209 Shinhan Financial Group shares in Q3 2019, an estimated $8K.
YorkBridge Wealth Partners first reported a position in Shinhan Financial Group in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Shinhan Financial Group position peaked at $10K in Q4 2017.
116 funds tracked by Wall St. Rank held Shinhan Financial Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.