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Checchi Capital Advisers’s Woori Financial WF Stock Holding History

Checchi Capital Advisers’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 		– Sell
-1,338
Closed -$33K – 1217
2016
Q2 		$33K Sell
1,338
-77
-5% -$1.99K ﹤0.01% 1018
2016
Q1 		$35K Buy
+1,415
New +$31.6K 0.01% 936

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
AI
Analytic Investors Los Angeles, California $8.93B AUM 13.54% 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

Checchi Capital Advisers's WF Position: Q3 2016 in Review

Checchi Capital Advisers sold out of Woori Financial (WF) in Q3 2016, closing a stake of 1,338 shares — an estimated $33K sold.

Checchi Capital Advisers first reported a position in WF in Q1 2016 and held it in 2 quarters. The position peaked at $35K in Q1 2016. 26 funds tracked by Wall St. Rank hold WF as of Q3 2016.

  • Checchi Capital Advisers reported no remaining Woori Financial position as of Q3 2016 after selling out during the quarter.
  • Checchi Capital Advisers sold 1,338 Woori Financial shares in Q3 2016, an estimated $33K.
  • Checchi Capital Advisers first reported a position in Woori Financial in Q1 2016 and held it in 2 quarters.
  • Checchi Capital Advisers's Woori Financial position peaked at $35K in Q1 2016.
  • 26 funds tracked by Wall St. Rank held Woori Financial as of Q3 2016.

Based on Checchi Capital Advisers's 13F filing for Q3 2016, filed 10 Nov 2016.