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Whitnell & Co’s Woori Financial WF Stock Holding History

Whitnell & 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
2018
Q3 		– Sell
-52
Closed -$2K – 351
2018
Q2 		$2K Hold
52
– – ﹤0.01% 332
2018
Q1 		$2K Buy
+52
New +$2.37K ﹤0.01% 367

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Whitnell & Co's WF Position: Q3 2018 in Review

Whitnell & Co sold out of Woori Financial (WF) in Q3 2018, closing a stake of 52 shares — an estimated $2K sold.

Whitnell & Co first reported a position in WF in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 47 funds tracked by Wall St. Rank hold WF as of Q3 2018.

  • Whitnell & Co reported no remaining Woori Financial position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 52 Woori Financial shares in Q3 2018, an estimated $2K.
  • Whitnell & Co first reported a position in Woori Financial in Q1 2018 and held it in 2 quarters.
  • Whitnell & Co's Woori Financial position peaked at $2K in Q2 2018.
  • 47 funds tracked by Wall St. Rank held Woori Financial as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.