Charles Schwab
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Charles Schwab’s Woori Financial WF Stock Holding History

Charles Schwab’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
Q1 		– Sell
-105,813
Closed -$4.46M – 3203
2018
Q4 		$4.46M Buy
+105,813
New +$4.54M ﹤0.01% 1965

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
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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return

Charles Schwab's WF Position: Q1 2019 in Review

Charles Schwab sold out of Woori Financial (WF) in Q1 2019, closing a stake of 105,813 shares — an estimated $4.46M sold.

Charles Schwab first reported a position in WF in Q4 2018 and held it in 1 quarter. The position peaked at $4.46M in Q4 2018. 45 funds tracked by Wall St. Rank hold WF as of Q1 2019.

  • Charles Schwab reported no remaining Woori Financial position as of Q1 2019 after selling out during the quarter.
  • Charles Schwab sold 105,813 Woori Financial shares in Q1 2019, an estimated $4.46M.
  • Charles Schwab first reported a position in Woori Financial in Q4 2018 and held it in 1 quarter.
  • Charles Schwab's Woori Financial position peaked at $4.46M in Q4 2018.
  • 45 funds tracked by Wall St. Rank held Woori Financial as of Q1 2019.

Based on Charles Schwab's 13F filing for Q1 2019, filed 14 May 2019.