Ladenburg Thalmann Financial Services’s Woori Financial WF Stock Holding History

Ladenburg Thalmann Financial Services’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 Q3	–	Sell	-13	Closed	–	–	5463
2019 Q2	$0	Hold	13	–	–	﹤0.01%	5425
2019 Q1	$0	Hold	13	–	–	﹤0.01%	5354
2018 Q4	$1K	Hold	13	–	–	﹤0.01%	5098
2018 Q3	$1K	Sell	13 -8	-38%	-$354	﹤0.01%	5046
2018 Q2	$1K	Hold	21	–	–	﹤0.01%	5024
2018 Q1	$1K	Hold	21	–	–	﹤0.01%	5024
2017 Q4	$1K	Hold	21	–	–	﹤0.01%	4938
2017 Q3	$1K	Buy	+21	New	+$1.02K	﹤0.01%	4836
2015 Q2	–	Sell	-100	Closed	-$3K	–	4767
2015 Q1	$3K	Hold	100	–	–	﹤0.01%	4186
2014 Q4	$3K	Buy	+100	New	+$3.18K	﹤0.01%	3956

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

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

TWI

Thomas White International Chicago, Illinois $480M AUM 11.77% 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

Ladenburg Thalmann Financial Services's WF Position: Q3 2019 in Review

Ladenburg Thalmann Financial Services sold out of Woori Financial (WF) in Q3 2019, closing a stake of 13 shares.

Ladenburg Thalmann Financial Services first reported a position in WF in Q4 2014 and held it in 10 quarters. The position peaked at $3K in Q1 2015. 51 funds tracked by Wall St. Rank hold WF as of Q3 2019.

Ladenburg Thalmann Financial Services reported no remaining Woori Financial position as of Q3 2019 after selling out during the quarter.
Ladenburg Thalmann Financial Services sold 13 Woori Financial shares in Q3 2019.
Ladenburg Thalmann Financial Services first reported a position in Woori Financial in Q4 2014 and held it in 10 quarters.
Ladenburg Thalmann Financial Services's Woori Financial position peaked at $3K in Q1 2015.
51 funds tracked by Wall St. Rank held Woori Financial as of Q3 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q3 2019, filed 14 Nov 2019.