James Investment Research’s Woori Financial WF Stock Holding History

James Investment Research’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
2019 Q4	–	Sell	-300	Closed	-$9K	–	564
2019 Q3	$9K	Hold	300	–	–	﹤0.01%	504
2019 Q2	$11K	Hold	300	–	–	﹤0.01%	584
2019 Q1	$11K	Hold	300	–	–	﹤0.01%	733
2018 Q4	$13K	Hold	300	–	–	﹤0.01%	721
2018 Q3	$14K	Hold	300	–	–	﹤0.01%	751
2018 Q2	$13K	Sell	300 -400	-57%	-$17.4K	﹤0.01%	754
2018 Q1	$29K	Sell	700 -550	-44%	-$25K	﹤0.01%	711
2017 Q4	$56K	Buy	1,250 +550	+79%	+$24.6K	﹤0.01%	646
2017 Q3	$33K	Hold	700	–	–	﹤0.01%	662
2017 Q2	$34K	Buy	700 +500	+250%	+$20.8K	﹤0.01%	637
2017 Q1	$7K	Buy	+200	New	+$6.98K	﹤0.01%	631

Other funds holding WF

PPA

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

James Investment Research's WF Position: Q4 2019 in Review

James Investment Research sold out of Woori Financial (WF) in Q4 2019, closing a stake of 300 shares — an estimated $9K sold.

James Investment Research first reported a position in WF in Q1 2017 and held it in 11 quarters. The position peaked at $56K in Q4 2017. 40 funds tracked by Wall St. Rank hold WF as of Q4 2019.

James Investment Research reported no remaining Woori Financial position as of Q4 2019 after selling out during the quarter.
James Investment Research sold 300 Woori Financial shares in Q4 2019, an estimated $9K.
James Investment Research first reported a position in Woori Financial in Q1 2017 and held it in 11 quarters.
James Investment Research's Woori Financial position peaked at $56K in Q4 2017.
40 funds tracked by Wall St. Rank held Woori Financial as of Q4 2019.

Based on James Investment Research's 13F filing for Q4 2019, filed 24 Jan 2020.