Advisor Group’s Woori Financial WF Stock Holding History

Advisor Group’s Portfolio WF Stock Details WF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$18K	Buy	588 +8	+1%	+$245	﹤0.01%	4027
2019 Q3	$18K	Sell	580 -184	-24%	-$5.85K	﹤0.01%	4028
2019 Q2	$28K	Sell	764 -25	-3%	-$905	﹤0.01%	3759
2019 Q1	$28K	Buy	789 +114	+17%	+$4.43K	﹤0.01%	3790
2018 Q4	$28K	Buy	675 +95	+16%	+$4.08K	﹤0.01%	3597
2018 Q3	$26K	Buy	580 +147	+34%	+$6.51K	﹤0.01%	3730
2018 Q2	$19K	Hold	433	–	–	﹤0.01%	3746
2018 Q1	$18K	Sell	433 -34	-7%	-$1.55K	﹤0.01%	3748
2017 Q4	$21K	Buy	467 +118	+34%	+$5.28K	﹤0.01%	3695
2017 Q3	$17K	Buy	349 +65	+23%	+$3.17K	﹤0.01%	3661
2017 Q2	$14K	Buy	284 +1	+0.4%	+$42	﹤0.01%	3750
2017 Q1	$10K	Buy	283 +133	+89%	+$4.64K	﹤0.01%	3793
2016 Q4	$4K	Buy	150 +72	+92%	+$2.32K	﹤0.01%	4049
2016 Q3	$2K	Buy	+78	New	+$2.21K	﹤0.01%	4199

Other funds holding WF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Advisor Group's WF Position: Q4 2019 in Review

Advisor Group increased its Woori Financial (WF) stake by 1.4% in Q4 2019, buying an estimated $245 and bringing the position to 588 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #4027.

Advisor Group first reported a position in WF in Q3 2016 and has held it in 14 quarters since. The position peaked at $28K in Q2 2019. 40 funds tracked by Wall St. Rank hold WF as of Q4 2019.

Advisor Group held 588 shares of Woori Financial worth $18K as of Q4 2019.
Advisor Group bought 8 Woori Financial shares in Q4 2019, an estimated $245.
Woori Financial made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4027 holding.
Advisor Group first reported a position in Woori Financial in Q3 2016 and has held it in 14 quarters since.
Advisor Group's Woori Financial position peaked at $28K in Q2 2019.
40 funds tracked by Wall St. Rank held Woori Financial as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.