Howe & Rusling’s Woori Financial WF Stock Holding History

Howe & Rusling’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 Q4	–	Sell	-83	Closed	-$4K	–	896
2017 Q3	$4K	Hold	83	–	–	﹤0.01%	633
2017 Q2	$4K	Hold	83	–	–	﹤0.01%	688
2017 Q1	$3K	Hold	83	–	–	﹤0.01%	781
2016 Q4	$3K	Hold	83	–	–	﹤0.01%	815
2016 Q3	$3K	Hold	83	–	–	﹤0.01%	793
2016 Q2	$2K	Hold	83	–	–	﹤0.01%	855
2016 Q1	$2K	Hold	83	–	–	﹤0.01%	883
2015 Q4	$2K	Hold	83	–	–	﹤0.01%	855
2015 Q3	$2K	Hold	83	–	–	﹤0.01%	852
2015 Q2	$2K	Buy	+83	New	+$2.34K	﹤0.01%	889
2015 Q1	–	Sell	-83	Closed	-$2K	–	989
2014 Q4	$2K	Hold	83	–	–	﹤0.01%	794
2014 Q3	$3K	Hold	83	–	–	﹤0.01%	710
2014 Q2	$3K	Sell	83 -1	-1%	-$39	﹤0.01%	684
2014 Q1	$3K	Hold	84	–	–	﹤0.01%	735
2013 Q4	$4K	Hold	84	–	–	﹤0.01%	641
2013 Q3	$3K	Hold	84	–	–	﹤0.01%	767
2013 Q2	$3K	Buy	+84	New	+$3.06K	﹤0.01%	785

Other funds holding WF

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Howe & Rusling's WF Position: Q4 2017 in Review

Howe & Rusling sold out of Woori Financial (WF) in Q4 2017, closing a stake of 83 shares — an estimated $4K sold.

Howe & Rusling first reported a position in WF in Q2 2013 and held it in 17 quarters. The position peaked at $4K in Q3 2017. 43 funds tracked by Wall St. Rank hold WF as of Q4 2017.

Howe & Rusling reported no remaining Woori Financial position as of Q4 2017 after selling out during the quarter.
Howe & Rusling sold 83 Woori Financial shares in Q4 2017, an estimated $4K.
Howe & Rusling first reported a position in Woori Financial in Q2 2013 and held it in 17 quarters.
Howe & Rusling's Woori Financial position peaked at $4K in Q3 2017.
43 funds tracked by Wall St. Rank held Woori Financial as of Q4 2017.

Based on Howe & Rusling's 13F filing for Q4 2017, filed 24 Jan 2018.