Capital Advisory Group Advisory Services’s Woori Financial WF Stock Holding History

Capital Advisory Group Advisory Services’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	-82	Closed	-$3K	–	450
2019 Q1	$3K	Hold	82	–	–	﹤0.01%	362
2018 Q4	$3K	Buy	+82	New	+$3.52K	﹤0.01%	337

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

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

Capital Advisory Group Advisory Services's WF Position: Q2 2019 in Review

Capital Advisory Group Advisory Services sold out of Woori Financial (WF) in Q2 2019, closing a stake of 82 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in WF in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 51 funds tracked by Wall St. Rank hold WF as of Q2 2019.

Capital Advisory Group Advisory Services reported no remaining Woori Financial position as of Q2 2019 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 82 Woori Financial shares in Q2 2019, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Woori Financial in Q4 2018 and held it in 2 quarters.
Capital Advisory Group Advisory Services's Woori Financial position peaked at $3K in Q1 2019.
51 funds tracked by Wall St. Rank held Woori Financial as of Q2 2019.

Based on Capital Advisory Group Advisory Services's 13F filing for Q2 2019, filed 28 May 2020.