Berman Capital Advisors’s Korea Electric Power KEP Stock Holding History

Berman Capital Advisors’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
2021 Q3	$6K	Buy	626 +150	+32%	+$1.57K	﹤0.01%	1379
2021 Q2	$5K	Buy	476 +10	+2%	+$110	﹤0.01%	1350
2021 Q1	$4K	Buy	466 +227	+95%	+$2.45K	﹤0.01%	1342
2020 Q4	$2K	Buy	239 +165	+223%	+$1.63K	﹤0.01%	1412
2020 Q3	$0	Sell	74 -485	-87%	-$4.06K	﹤0.01%	1693
2020 Q2	$4K	Sell	559 -398	-42%	-$3.45K	﹤0.01%	1064
2020 Q1	$7K	Sell	957 -682	-42%	-$6.76K	﹤0.01%	779
2019 Q4	$19K	Buy	1,639 +111	+7%	+$1.27K	0.01%	546
2019 Q3	$16K	Buy	1,528 +379	+33%	+$4.11K	0.01%	568
2019 Q2	$12K	Buy	1,149 +429	+60%	+$4.98K	﹤0.01%	667
2019 Q1	$9K	Buy	720 +261	+57%	+$3.9K	﹤0.01%	691
2018 Q4	$6K	Buy	+459	New	+$5.86K	﹤0.01%	629

Other funds holding KEP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Berman Capital Advisors's KEP Position: Q3 2021 in Review

Berman Capital Advisors increased its Korea Electric Power (KEP) stake by 32% in Q3 2021, buying an estimated $1.57K and bringing the position to 626 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.

Berman Capital Advisors first reported a position in KEP in Q4 2018 and has held it in 12 quarters since. The position peaked at $19K in Q4 2019. 67 funds tracked by Wall St. Rank hold KEP as of Q3 2021.

Berman Capital Advisors held 626 shares of Korea Electric Power worth $6K as of Q3 2021.
Berman Capital Advisors bought 150 Korea Electric Power shares in Q3 2021, an estimated $1.57K.
Korea Electric Power made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1379 holding.
Berman Capital Advisors first reported a position in Korea Electric Power in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Korea Electric Power position peaked at $19K in Q4 2019.
67 funds tracked by Wall St. Rank held Korea Electric Power as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.