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Advisory Research’s Woori Financial WF Stock Holding History

Advisory Research’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
2017
Q4 		– Sell
-27,779
Closed -$1.29M – 444
2017
Q3 		$1.29M Buy
+27,779
New +$1.35M 0.02% 269

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Advisory Research's WF Position: Q4 2017 in Review

Advisory Research sold out of Woori Financial (WF) in Q4 2017, closing a stake of 27,779 shares — an estimated $1.29M sold.

Advisory Research first reported a position in WF in Q3 2017 and held it in 1 quarter. The position peaked at $1.29M in Q3 2017. 43 funds tracked by Wall St. Rank hold WF as of Q4 2017.

  • Advisory Research reported no remaining Woori Financial position as of Q4 2017 after selling out during the quarter.
  • Advisory Research sold 27,779 Woori Financial shares in Q4 2017, an estimated $1.29M.
  • Advisory Research first reported a position in Woori Financial in Q3 2017 and held it in 1 quarter.
  • Advisory Research's Woori Financial position peaked at $1.29M in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Woori Financial as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.