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First Personal Financial Services’s Woori Financial WF Stock Holding History

First Personal Financial Services’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
Q3 		– Sell
-258
Closed -$13K – 875
2017
Q2 		$13K Hold
258
– – ﹤0.01% 665
2017
Q1 		$9K Hold
258
– – ﹤0.01% 737
2016
Q4 		$8K Sell
258
-280
-52% -$9.04K ﹤0.01% 765
2016
Q3 		$17K Buy
+538
New +$15.2K 0.01% 466

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.11B AUM 34.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

First Personal Financial Services's WF Position: Q3 2017 in Review

First Personal Financial Services sold out of Woori Financial (WF) in Q3 2017, closing a stake of 258 shares — an estimated $13K sold.

First Personal Financial Services first reported a position in WF in Q3 2016 and held it in 4 quarters. The position peaked at $17K in Q3 2016. 39 funds tracked by Wall St. Rank hold WF as of Q3 2017.

  • First Personal Financial Services reported no remaining Woori Financial position as of Q3 2017 after selling out during the quarter.
  • First Personal Financial Services sold 258 Woori Financial shares in Q3 2017, an estimated $13K.
  • First Personal Financial Services first reported a position in Woori Financial in Q3 2016 and held it in 4 quarters.
  • First Personal Financial Services's Woori Financial position peaked at $17K in Q3 2016.
  • 39 funds tracked by Wall St. Rank held Woori Financial as of Q3 2017.

Based on First Personal Financial Services's 13F filing for Q3 2017, filed 1 Nov 2017.