FineMark National Bank & Trust’s Woori Financial WF Stock Holding History

FineMark National Bank & Trust’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
2017 Q1	–	Sell	-75	Closed	-$2K	–	999
2016 Q4	$2K	Hold	75	–	–	﹤0.01%	1187
2016 Q3	$2K	Sell	75 -9	-11%	-$255	﹤0.01%	1202
2016 Q2	$2K	Buy	+84	New	+$2.17K	﹤0.01%	1228
2016 Q1	–	Sell	-84	Closed	-$2K	–	1366
2015 Q4	$2K	Hold	84	–	–	﹤0.01%	1208
2015 Q3	$2K	Buy	+84	New	+$1.99K	﹤0.01%	1301

Other funds holding WF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

RBC

Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return

FineMark National Bank & Trust's WF Position: Q1 2017 in Review

FineMark National Bank & Trust sold out of Woori Financial (WF) in Q1 2017, closing a stake of 75 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in WF in Q3 2015 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 29 funds tracked by Wall St. Rank hold WF as of Q1 2017.

FineMark National Bank & Trust reported no remaining Woori Financial position as of Q1 2017 after selling out during the quarter.
FineMark National Bank & Trust sold 75 Woori Financial shares in Q1 2017, an estimated $2K.
FineMark National Bank & Trust first reported a position in Woori Financial in Q3 2015 and held it in 5 quarters.
FineMark National Bank & Trust's Woori Financial position peaked at $2K in Q4 2016.
29 funds tracked by Wall St. Rank held Woori Financial as of Q1 2017.

Based on FineMark National Bank & Trust's 13F filing for Q1 2017, filed 12 May 2017.