Creative Planning’s Korea Equity Fund KEF Stock Holding History

Creative Planning’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 Q2	–	Sell	-6,327	Closed	-$56K	–	5038
2017 Q1	$56K	Buy	+6,327	New	+$51.9K	﹤0.01%	2404
2014 Q4	–	Sell	-1,700	Closed	-$14K	–	4468
2014 Q3	$14K	Buy	+1,700	New	+$14.9K	﹤0.01%	2766
2014 Q1	–	Sell	-1,186	Closed	-$10K	–	3856
2013 Q4	$10K	Buy	+1,186	New	+$10.7K	﹤0.01%	2582

Other funds holding KEF

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

WIM

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

YCM

Yakira Capital Management Westport, Connecticut $342M AUM 26.97% 1-Year Est. Return

WAM

Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AGM

Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return

AGU

Alpine Group USVI St. Thomas, U.S. Virgin Islands $23.4M AUM

Creative Planning's KEF Position: Q2 2017 in Review

Creative Planning sold out of Korea Equity Fund (KEF) in Q2 2017, closing a stake of 6,327 shares — an estimated $56K sold.

Creative Planning first reported a position in KEF in Q4 2013 and held it in 3 quarters. The position peaked at $56K in Q1 2017. 24 funds tracked by Wall St. Rank hold KEF as of Q2 2017.

Creative Planning reported no remaining Korea Equity Fund position as of Q2 2017 after selling out during the quarter.
Creative Planning sold 6,327 Korea Equity Fund shares in Q2 2017, an estimated $56K.
Creative Planning first reported a position in Korea Equity Fund in Q4 2013 and held it in 3 quarters.
Creative Planning's Korea Equity Fund position peaked at $56K in Q1 2017.
24 funds tracked by Wall St. Rank held Korea Equity Fund as of Q2 2017.

Based on Creative Planning's 13F filing for Q2 2017, filed 12 Jul 2017.