Ronald Blue & Co’s Woori Financial WF Stock Holding History

Ronald Blue & Co’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
2017 Q2	$343K	Sell	7,043 -12	-0.2%	-$499	0.01%	147
2017 Q1	$248K	Buy	+7,055	New	+$246K	0.01%	176
2016 Q4	–	Sell	-6,641	Closed	-$209K	–	251
2016 Q3	$209K	Sell	6,641 -1,653	-20%	-$46.8K	0.01%	181
2016 Q2	$206K	Buy	+8,294	New	+$215K	0.01%	191

Other funds holding WF

PPA

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Gratry & Company Beachwood, Ohio $72.2M AUM 19.87% 1-Year Est. Return

Ronald Blue & Co's WF Position: Q2 2017 in Review

Ronald Blue & Co reduced its Woori Financial (WF) stake by 0.17% in Q2 2017, selling an estimated $499 and leaving 7,043 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #147.

Ronald Blue & Co first reported a position in WF in Q2 2016 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold WF as of Q2 2017.

Ronald Blue & Co held 7,043 shares of Woori Financial worth $343K as of Q2 2017.
Ronald Blue & Co sold 12 Woori Financial shares in Q2 2017, an estimated $499.
Woori Financial made up 0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #147 holding.
Ronald Blue & Co first reported a position in Woori Financial in Q2 2016 and has held it in 4 quarters since.
33 funds tracked by Wall St. Rank held Woori Financial as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.