Avantax Planning Partners’s Korn Ferry KFY Stock Holding History

Avantax Planning Partners’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
2018 Q2	–	Sell	-20	Closed	-$1K	–	884
2018 Q1	$1K	Buy	+20	New	+$890	﹤0.01%	1718

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

Jennison Associates New York $145B AUM 34.61% 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

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

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Avantax Planning Partners's KFY Position: Q2 2018 in Review

Avantax Planning Partners sold out of Korn Ferry (KFY) in Q2 2018, closing a stake of 20 shares — an estimated $1K sold.

Avantax Planning Partners first reported a position in KFY in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 276 funds tracked by Wall St. Rank hold KFY as of Q2 2018.

Avantax Planning Partners reported no remaining Korn Ferry position as of Q2 2018 after selling out during the quarter.
Avantax Planning Partners sold 20 Korn Ferry shares in Q2 2018, an estimated $1K.
Avantax Planning Partners first reported a position in Korn Ferry in Q1 2018 and held it in 1 quarter.
Avantax Planning Partners's Korn Ferry position peaked at $1K in Q1 2018.
276 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.