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Analytic Investors’s Woori Financial WF Stock Holding History

Analytic Investors’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
2016
Q3 		$258K Sell
8,174
-1,016
-11% -$28.8K ﹤0.01% 554
2016
Q2 		$229K Buy
+9,190
New +$238K ﹤0.01% 566

Other funds holding WF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Analytic Investors's WF Position: Q3 2016 in Review

Analytic Investors reduced its Woori Financial (WF) stake by 11% in Q3 2016, selling an estimated $28.8K and leaving 8,174 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Analytic Investors first reported a position in WF in Q2 2016 and has held it in 2 quarters since. 26 funds tracked by Wall St. Rank hold WF as of Q3 2016.

  • Analytic Investors held 8,174 shares of Woori Financial worth $258K as of Q3 2016.
  • Analytic Investors sold 1,016 Woori Financial shares in Q3 2016, an estimated $28.8K.
  • Woori Financial made up ﹤0.01% of Analytic Investors's portfolio in Q3 2016, its #554 holding.
  • Analytic Investors first reported a position in Woori Financial in Q2 2016 and has held it in 2 quarters since.
  • 26 funds tracked by Wall St. Rank held Woori Financial as of Q3 2016.

Based on Analytic Investors's 13F filing for Q3 2016, filed 14 Nov 2016.