BIA
KEF

Barry Investment Advisors’s Korea Equity Fund KEF Stock Holding History

Barry Investment Advisors’s Portfolio KEF Stock Details KEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-10,499
Closed -$74K – 74
2017
Q2 		$74K Hold
10,499
– – 0.03% 65
2017
Q1 		$92K Hold
10,499
– – 0.03% 70
2016
Q4 		$78K Buy
10,499
+289
+3% +$2.26K 0.03% 69
2016
Q3 		$87K Buy
+10,210
New +$82.9K 0.03% 70
2016
Q2 		– Sell
-10,210
Closed -$81K – 77
2016
Q1 		$81K Sell
10,210
-1,689
-14% -$11.9K 0.03% 75
2015
Q4 		$83K Sell
11,899
-390
-3% -$2.89K 0.03% 70
2015
Q3 		$88K Sell
12,289
-4,800
-28% -$35.6K 0.03% 72
2015
Q2 		$0 Buy
17,089
+4,800
+39% +$38.3K ﹤0.01% 79
2015
Q1 		$94K Hold
12,289
– – 0.03% 77
2014
Q4 		$95K Buy
+12,289
New +$96.5K 0.03% 75

Other funds holding KEF

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

Barry Investment Advisors's KEF Position: Q3 2017 in Review

Barry Investment Advisors sold out of Korea Equity Fund (KEF) in Q3 2017, closing a stake of 10,499 shares — an estimated $74K sold.

Barry Investment Advisors first reported a position in KEF in Q4 2014 and held it in 10 quarters. The position peaked at $95K in Q4 2014. 1 fund tracked by Wall St. Rank holds KEF as of Q3 2017.

  • Barry Investment Advisors reported no remaining Korea Equity Fund position as of Q3 2017 after selling out during the quarter.
  • Barry Investment Advisors sold 10,499 Korea Equity Fund shares in Q3 2017, an estimated $74K.
  • Barry Investment Advisors first reported a position in Korea Equity Fund in Q4 2014 and held it in 10 quarters.
  • Barry Investment Advisors's Korea Equity Fund position peaked at $95K in Q4 2014.
  • 1 fund tracked by Wall St. Rank held Korea Equity Fund as of Q3 2017.

Based on Barry Investment Advisors's 13F filing for Q3 2017, filed 31 Oct 2017.