Wellington Management Group
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Wellington Management Group’s Woori Financial WF Stock Holding History

Wellington Management Group’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
Q4 		– Sell
-50,058
Closed -$2.27M – 2218
2018
Q3 		$2.27M Buy
50,058
+16,522
+49% +$731K ﹤0.01% 1677
2018
Q2 		$1.48M Hold
33,536
– – ﹤0.01% 1803
2018
Q1 		$1.39M Buy
+33,536
New +$1.53M ﹤0.01% 1825

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wellington Management Group's WF Position: Q4 2018 in Review

Wellington Management Group sold out of Woori Financial (WF) in Q4 2018, closing a stake of 50,058 shares — an estimated $2.27M sold.

Wellington Management Group first reported a position in WF in Q1 2018 and held it in 3 quarters. The position peaked at $2.27M in Q3 2018. 52 funds tracked by Wall St. Rank hold WF as of Q4 2018.

  • Wellington Management Group reported no remaining Woori Financial position as of Q4 2018 after selling out during the quarter.
  • Wellington Management Group sold 50,058 Woori Financial shares in Q4 2018, an estimated $2.27M.
  • Wellington Management Group first reported a position in Woori Financial in Q1 2018 and held it in 3 quarters.
  • Wellington Management Group's Woori Financial position peaked at $2.27M in Q3 2018.
  • 52 funds tracked by Wall St. Rank held Woori Financial as of Q4 2018.

Based on Wellington Management Group's 13F filing for Q4 2018, filed 14 Feb 2019.