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Summit Trail Advisors’s Woori Financial WF Stock Holding History

Summit Trail Advisors’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
2018
Q1 		– Sell
-18
Closed -$1K – 1653
2017
Q4 		$1K Buy
+18
New +$806 ﹤0.01% 1884

Other funds holding WF

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AG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Summit Trail Advisors's WF Position: Q1 2018 in Review

Summit Trail Advisors sold out of Woori Financial (WF) in Q1 2018, closing a stake of 18 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in WF in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 45 funds tracked by Wall St. Rank hold WF as of Q1 2018.

  • Summit Trail Advisors reported no remaining Woori Financial position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 18 Woori Financial shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Woori Financial in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Woori Financial position peaked at $1K in Q4 2017.
  • 45 funds tracked by Wall St. Rank held Woori Financial as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.