AIA
KEP icon

Avalon Investment & Advisory’s Korea Electric Power KEP Stock Holding History

Avalon Investment & Advisory’s Portfolio KEP Stock Details KEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-13,839
Closed -$256K – 368
2016
Q4 		$256K Sell
13,839
-3,977
-22% -$82.8K 0.01% 315
2016
Q3 		$434K Buy
+17,816
New +$470K 0.02% 265

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avalon Investment & Advisory's KEP Position: Q1 2017 in Review

Avalon Investment & Advisory sold out of Korea Electric Power (KEP) in Q1 2017, closing a stake of 13,839 shares — an estimated $256K sold.

Avalon Investment & Advisory first reported a position in KEP in Q3 2016 and held it in 2 quarters. The position peaked at $434K in Q3 2016. 135 funds tracked by Wall St. Rank hold KEP as of Q1 2017.

  • Avalon Investment & Advisory reported no remaining Korea Electric Power position as of Q1 2017 after selling out during the quarter.
  • Avalon Investment & Advisory sold 13,839 Korea Electric Power shares in Q1 2017, an estimated $256K.
  • Avalon Investment & Advisory first reported a position in Korea Electric Power in Q3 2016 and held it in 2 quarters.
  • Avalon Investment & Advisory's Korea Electric Power position peaked at $434K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held Korea Electric Power as of Q1 2017.

Based on Avalon Investment & Advisory's 13F filing for Q1 2017, filed 15 May 2017.