ACG Wealth’s Korn Ferry KFY Stock Holding History

ACG Wealth’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-20,698	Closed	-$818K	–	346
2018 Q4	$818K	Buy	+20,698	New	+$932K	0.13%	143
2018 Q1	–	Sell	-20,743	Closed	-$858K	–	327
2017 Q4	$858K	Buy	+20,743	New	+$860K	0.13%	151

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACG Wealth's KFY Position: Q1 2019 in Review

ACG Wealth sold out of Korn Ferry (KFY) in Q1 2019, closing a stake of 20,698 shares — an estimated $818K sold.

ACG Wealth first reported a position in KFY in Q4 2017 and held it in 2 quarters. The position peaked at $858K in Q4 2017. 253 funds tracked by Wall St. Rank hold KFY as of Q1 2019.

ACG Wealth reported no remaining Korn Ferry position as of Q1 2019 after selling out during the quarter.
ACG Wealth sold 20,698 Korn Ferry shares in Q1 2019, an estimated $818K.
ACG Wealth first reported a position in Korn Ferry in Q4 2017 and held it in 2 quarters.
ACG Wealth's Korn Ferry position peaked at $858K in Q4 2017.
253 funds tracked by Wall St. Rank held Korn Ferry as of Q1 2019.

Based on ACG Wealth's 13F filing for Q1 2019, filed 25 Apr 2019.