Eagle Global Advisors’s Woori Financial WF Stock Holding History

Eagle Global Advisors’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	-10,172	Closed	-$253K	–	388
2016 Q2	$253K	Hold	10,172	–	–	0.01%	286
2016 Q1	$254K	Hold	10,172	–	–	0.01%	294
2015 Q4	$230K	Hold	10,172	–	–	0.01%	307
2015 Q3	$240K	Hold	10,172	–	–	0.01%	302
2015 Q2	$268K	Buy	+10,172	New	+$287K	0.01%	302

Other funds holding WF

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Eagle Global Advisors's WF Position: Q3 2016 in Review

Eagle Global Advisors sold out of Woori Financial (WF) in Q3 2016, closing a stake of 10,172 shares — an estimated $253K sold.

Eagle Global Advisors first reported a position in WF in Q2 2015 and held it in 5 quarters. The position peaked at $268K in Q2 2015. 26 funds tracked by Wall St. Rank hold WF as of Q3 2016.

Eagle Global Advisors reported no remaining Woori Financial position as of Q3 2016 after selling out during the quarter.
Eagle Global Advisors sold 10,172 Woori Financial shares in Q3 2016, an estimated $253K.
Eagle Global Advisors first reported a position in Woori Financial in Q2 2015 and held it in 5 quarters.
Eagle Global Advisors's Woori Financial position peaked at $268K in Q2 2015.
26 funds tracked by Wall St. Rank held Woori Financial as of Q3 2016.

Based on Eagle Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.