EWM
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Evercore Wealth Management’s Woori Financial WF Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-132
Closed -$5K – 997
2013
Q3 		$5K Buy
+132
New +$4.88K ﹤0.01% 858

Other funds holding WF

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Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
NTCOC
Northern Trust Company of Connecticut Stamford, Connecticut $16B AUM
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evercore Wealth Management's WF Position: Q4 2013 in Review

Evercore Wealth Management sold out of Woori Financial (WF) in Q4 2013, closing a stake of 132 shares — an estimated $5K sold.

Evercore Wealth Management first reported a position in WF in Q3 2013 and held it in 1 quarter. The position peaked at $5K in Q3 2013. 31 funds tracked by Wall St. Rank hold WF as of Q4 2013.

  • Evercore Wealth Management reported no remaining Woori Financial position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 132 Woori Financial shares in Q4 2013, an estimated $5K.
  • Evercore Wealth Management first reported a position in Woori Financial in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Woori Financial position peaked at $5K in Q3 2013.
  • 31 funds tracked by Wall St. Rank held Woori Financial as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.