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	–	565
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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Dimensional Fund Advisors

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

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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