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IHT Wealth Management’s Woori Financial WF Stock Holding History

IHT 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
2018
Q2 		– Sell
-450
Closed -$18K – 1372
2018
Q1 		$18K Hold
450
– – ﹤0.01% 1022
2017
Q4 		$21K Buy
+450
New +$20.1K 0.01% 982

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
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

IHT Wealth Management's WF Position: Q2 2018 in Review

IHT Wealth Management sold out of Woori Financial (WF) in Q2 2018, closing a stake of 450 shares — an estimated $18K sold.

IHT Wealth Management first reported a position in WF in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q4 2017. 44 funds tracked by Wall St. Rank hold WF as of Q2 2018.

  • IHT Wealth Management reported no remaining Woori Financial position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 450 Woori Financial shares in Q2 2018, an estimated $18K.
  • IHT Wealth Management first reported a position in Woori Financial in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Woori Financial position peaked at $21K in Q4 2017.
  • 44 funds tracked by Wall St. Rank held Woori Financial as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.