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Gratry & Company’s Woori Financial WF Stock Holding History

Gratry & Company’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
2018
Q1 		$261K Buy
6,315
+200
+3% +$9.1K 0.36% 67
2017
Q4 		$273K Buy
6,115
+60
+1% +$2.69K 0.33% 66
2017
Q3 		$282K Sell
6,055
-40
-0.7% -$1.95K 0.35% 64
2017
Q2 		$297K Buy
+6,095
New +$254K 0.36% 57

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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gratry & Company's WF Position: Q1 2018 in Review

Gratry & Company increased its Woori Financial (WF) stake by 3.3% in Q1 2018, buying an estimated $9.1K and bringing the position to 6,315 shares worth $261K. The position accounts for 0.36% of the portfolio, ranked #67.

Gratry & Company first reported a position in WF in Q2 2017 and has held it in 4 quarters since. The position peaked at $297K in Q2 2017. 45 funds tracked by Wall St. Rank hold WF as of Q1 2018.

  • Gratry & Company held 6,315 shares of Woori Financial worth $261K as of Q1 2018.
  • Gratry & Company bought 200 Woori Financial shares in Q1 2018, an estimated $9.1K.
  • Woori Financial made up 0.36% of Gratry & Company's portfolio in Q1 2018, its #67 holding.
  • Gratry & Company first reported a position in Woori Financial in Q2 2017 and has held it in 4 quarters since.
  • Gratry & Company's Woori Financial position peaked at $297K in Q2 2017.
  • 45 funds tracked by Wall St. Rank held Woori Financial as of Q1 2018.

Based on Gratry & Company's 13F filing for Q1 2018, filed 23 Apr 2018.