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Alera Investment Advisors’s Woori Financial WF Stock Holding History

Alera Investment Advisors’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
Q2 		– Sell
-93
Closed -$3K – 1012
2019
Q1 		$3K Sell
93
-338
-78% -$13.1K ﹤0.01% 759
2018
Q4 		$18K Buy
+431
New +$18.5K 0.01% 314

Other funds holding WF

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alera Investment Advisors's WF Position: Q2 2019 in Review

Alera Investment Advisors sold out of Woori Financial (WF) in Q2 2019, closing a stake of 93 shares — an estimated $3K sold.

Alera Investment Advisors first reported a position in WF in Q4 2018 and held it in 2 quarters. The position peaked at $18K in Q4 2018. 51 funds tracked by Wall St. Rank hold WF as of Q2 2019.

  • Alera Investment Advisors reported no remaining Woori Financial position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 93 Woori Financial shares in Q2 2019, an estimated $3K.
  • Alera Investment Advisors first reported a position in Woori Financial in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Woori Financial position peaked at $18K in Q4 2018.
  • 51 funds tracked by Wall St. Rank held Woori Financial as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.