KCS Wealth Advisory’s Woori Financial WF Stock Holding History

KCS Wealth Advisory’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	-3,666	Closed	-$114K	–	407
2019 Q3	$114K	Buy	+3,666	New	+$117K	0.08%	186
2019 Q1	–	Sell	-5,098	Closed	-$215K	–	156
2018 Q4	$215K	Sell	5,098 -102	-2%	-$4.38K	0.23%	140
2018 Q3	$236K	Sell	5,200 -903	-15%	-$40K	0.22%	135
2018 Q2	$268K	Sell	6,103 -364	-6%	-$15.8K	0.25%	132
2018 Q1	$268K	Sell	6,467 -2,269	-26%	-$103K	0.24%	134
2017 Q4	$390K	Buy	+8,736	New	+$391K	0.38%	103

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 $1.37T 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 Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

TWI

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

KCS Wealth Advisory's WF Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Woori Financial (WF) in Q4 2019, closing a stake of 3,666 shares — an estimated $114K sold.

KCS Wealth Advisory first reported a position in WF in Q4 2017 and held it in 6 quarters. The position peaked at $390K in Q4 2017. 40 funds tracked by Wall St. Rank hold WF as of Q4 2019.

KCS Wealth Advisory reported no remaining Woori Financial position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 3,666 Woori Financial shares in Q4 2019, an estimated $114K.
KCS Wealth Advisory first reported a position in Woori Financial in Q4 2017 and held it in 6 quarters.
KCS Wealth Advisory's Woori Financial position peaked at $390K in Q4 2017.
40 funds tracked by Wall St. Rank held Woori Financial as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.