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Baldwin Wealth Partners’s Korn Ferry KFY Stock Holding History

Baldwin Wealth 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
2016
Q2 		– Sell
-2,887
Closed -$82K – 468
2016
Q1 		$82K Sell
2,887
-33,858
-92% -$970K 0.01% 257
2015
Q4 		$1.22M Buy
+36,745
New +$1.29M 0.2% 106
2014
Q4 		– Sell
-53,069
Closed -$1.32M – 259
2014
Q3 		$1.32M Buy
53,069
+5,188
+11% +$153K 0.19% 112
2014
Q2 		$1.41M Buy
47,881
+384
+0.8% +$11.3K 0.21% 97
2014
Q1 		$1.41M Buy
+47,497
New +$1.22M 0.23% 97

Other funds holding KFY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Baldwin Wealth Partners's KFY Position: Q2 2016 in Review

Baldwin Wealth Partners sold out of Korn Ferry (KFY) in Q2 2016, closing a stake of 2,887 shares — an estimated $82K sold.

Baldwin Wealth Partners first reported a position in KFY in Q1 2014 and held it in 5 quarters. The position peaked at $1.41M in Q1 2014. 195 funds tracked by Wall St. Rank hold KFY as of Q2 2016.

  • Baldwin Wealth Partners reported no remaining Korn Ferry position as of Q2 2016 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,887 Korn Ferry shares in Q2 2016, an estimated $82K.
  • Baldwin Wealth Partners first reported a position in Korn Ferry in Q1 2014 and held it in 5 quarters.
  • Baldwin Wealth Partners's Korn Ferry position peaked at $1.41M in Q1 2014.
  • 195 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2016.

Based on Baldwin Wealth Partners's 13F filing for Q2 2016, filed 11 Aug 2016.