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World Asset Management’s Woori Financial WF Stock Holding History

World Asset Management’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
-6,494
Closed -$290K – 1441
2017
Q4 		$290K Sell
6,494
-254
-4% -$11.4K 0.01% 1157
2017
Q3 		$315K Sell
6,748
-17
-0.3% -$829 0.01% 1104
2017
Q2 		$329K Sell
6,765
-389
-5% -$16.2K 0.01% 1054
2017
Q1 		$252K Buy
7,154
+68
+1% +$2.37K 0.01% 1164
2016
Q4 		$227K Sell
7,086
-601
-8% -$19.4K 0.01% 1156
2016
Q3 		$242K Buy
+7,687
New +$218K 0.01% 1157
2016
Q2 		– Sell
-12,894
Closed -$322K – 1236
2016
Q1 		$322K Buy
12,894
+939
+8% +$21K 0.01% 887
2015
Q4 		$270K Buy
11,955
+274
+2% +$6.78K 0.01% 941
2015
Q3 		$276K Buy
11,681
+943
+9% +$22.4K 0.01% 920
2015
Q2 		$283K Sell
10,738
-702
-6% -$19.8K 0.01% 898
2015
Q1 		$293K Sell
11,440
-116
-1% -$2.96K 0.01% 1088
2014
Q4 		$315K Sell
11,556
-85
-0.7% -$2.7K 0.01% 1050
2014
Q3 		$431K Sell
11,641
-637
-5% -$24.8K 0.01% 945
2014
Q2 		$432K Sell
12,278
-397
-3% -$15.3K 0.01% 987
2014
Q1 		$523K Sell
12,675
-3,029
-19% -$123K 0.02% 892
2013
Q4 		$717K Sell
15,704
-4,591
-23% -$194K 0.02% 782
2013
Q3 		$832K Sell
20,295
-3,768
-16% -$139K 0.02% 773
2013
Q2 		$794K Buy
+24,063
New +$877K 0.02% 836

Other funds holding WF

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
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

World Asset Management's WF Position: Q1 2018 in Review

World Asset Management sold out of Woori Financial (WF) in Q1 2018, closing a stake of 6,494 shares — an estimated $290K sold.

World Asset Management first reported a position in WF in Q2 2013 and held it in 18 quarters. The position peaked at $832K in Q3 2013. 45 funds tracked by Wall St. Rank hold WF as of Q1 2018.

  • World Asset Management reported no remaining Woori Financial position as of Q1 2018 after selling out during the quarter.
  • World Asset Management sold 6,494 Woori Financial shares in Q1 2018, an estimated $290K.
  • World Asset Management first reported a position in Woori Financial in Q2 2013 and held it in 18 quarters.
  • World Asset Management's Woori Financial position peaked at $832K in Q3 2013.
  • 45 funds tracked by Wall St. Rank held Woori Financial as of Q1 2018.

Based on World Asset Management's 13F filing for Q1 2018, filed 23 Apr 2018.