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Buckingham Strategic Wealth’s Korea Electric Power KEP Stock Holding History

Buckingham Strategic Wealth’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
2019
Q3 		– Sell
-22,333
Closed -$248K – 446
2019
Q2 		$248K Buy
22,333
+9,237
+71% +$107K 0.03% 377
2019
Q1 		$170K Buy
13,096
+461
+4% +$6.88K 0.02% 402
2018
Q4 		$186K Buy
12,635
+302
+2% +$3.85K 0.03% 330
2018
Q3 		$162K Buy
+12,333
New +$168K 0.02% 350

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Morgan Stanley
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
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Vanguard Group
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Buckingham Strategic Wealth's KEP Position: Q3 2019 in Review

Buckingham Strategic Wealth sold out of Korea Electric Power (KEP) in Q3 2019, closing a stake of 22,333 shares — an estimated $248K sold.

Buckingham Strategic Wealth first reported a position in KEP in Q3 2018 and held it in 4 quarters. The position peaked at $248K in Q2 2019. 94 funds tracked by Wall St. Rank hold KEP as of Q3 2019.

  • Buckingham Strategic Wealth reported no remaining Korea Electric Power position as of Q3 2019 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 22,333 Korea Electric Power shares in Q3 2019, an estimated $248K.
  • Buckingham Strategic Wealth first reported a position in Korea Electric Power in Q3 2018 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Korea Electric Power position peaked at $248K in Q2 2019.
  • 94 funds tracked by Wall St. Rank held Korea Electric Power as of Q3 2019.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2019, filed 12 Nov 2019.