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Avestar Capital’s Woori Financial WF Stock Holding History

Avestar Capital’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
Q3 		– Sell
-18
Closed – – 840
2019
Q2 		$0 Buy
18
+9
+100% +$326 ﹤0.01% 983
2019
Q1 		$0 Hold
9
– – ﹤0.01% 987
2018
Q4 		$0 Sell
9
-22
-71% -$944 ﹤0.01% 1015
2018
Q3 		$1K Buy
31
+14
+82% +$620 ﹤0.01% 780
2018
Q2 		$0 Buy
+17
New +$740 ﹤0.01% 1019

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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

Avestar Capital's WF Position: Q3 2019 in Review

Avestar Capital sold out of Woori Financial (WF) in Q3 2019, closing a stake of 18 shares.

Avestar Capital first reported a position in WF in Q2 2018 and held it in 5 quarters. The position peaked at $1K in Q3 2018. 51 funds tracked by Wall St. Rank hold WF as of Q3 2019.

  • Avestar Capital reported no remaining Woori Financial position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 18 Woori Financial shares in Q3 2019.
  • Avestar Capital first reported a position in Woori Financial in Q2 2018 and held it in 5 quarters.
  • Avestar Capital's Woori Financial position peaked at $1K in Q3 2018.
  • 51 funds tracked by Wall St. Rank held Woori Financial as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.