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Burt Wealth Advisors’s Korea Electric Power KEP Stock Holding History

Burt Wealth 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
2016
Q1 		– Sell
-125
Closed -$2K – 699
2015
Q4 		$2K Buy
+125
New +$2.71K ﹤0.01% 454

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Burt Wealth Advisors's KEP Position: Q1 2016 in Review

Burt Wealth Advisors sold out of Korea Electric Power (KEP) in Q1 2016, closing a stake of 125 shares — an estimated $2K sold.

Burt Wealth Advisors first reported a position in KEP in Q4 2015 and held it in 1 quarter. The position peaked at $2K in Q4 2015. 143 funds tracked by Wall St. Rank hold KEP as of Q1 2016.

  • Burt Wealth Advisors reported no remaining Korea Electric Power position as of Q1 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 125 Korea Electric Power shares in Q1 2016, an estimated $2K.
  • Burt Wealth Advisors first reported a position in Korea Electric Power in Q4 2015 and held it in 1 quarter.
  • Burt Wealth Advisors's Korea Electric Power position peaked at $2K in Q4 2015.
  • 143 funds tracked by Wall St. Rank held Korea Electric Power as of Q1 2016.

Based on Burt Wealth Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.