Creative Planning
KF

Creative Planning’s Korea Fund KF Stock Holding History

Creative Planning’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,121
Closed -$45K – 2851
2017
Q2 		$45K Hold
1,121
– – ﹤0.01% 2599
2017
Q1 		$41K Buy
1,121
+4
+0.4% +$138 ﹤0.01% 2623
2016
Q4 		$36K Hold
1,117
– – ﹤0.01% 2651
2016
Q3 		$40K Hold
1,117
– – ﹤0.01% 2532
2016
Q2 		$36K Hold
1,117
– – ﹤0.01% 2371
2016
Q1 		$36K Sell
1,117
-132
-11% -$4.01K ﹤0.01% 2325
2015
Q4 		$40K Sell
1,249
-300
-19% -$11K ﹤0.01% 2296
2015
Q3 		$55K Buy
+1,549
New +$57.8K ﹤0.01% 1976
2015
Q2 		– Sell
-1,549
Closed -$62K – 2099
2015
Q1 		$62K Hold
1,549
– – ﹤0.01% 1868
2014
Q4 		$58K Buy
1,549
+190
+14% +$7.33K ﹤0.01% 1904
2014
Q3 		$56K Hold
1,359
– – ﹤0.01% 1847
2014
Q2 		$58K Hold
1,359
– – ﹤0.01% 1782
2014
Q1 		$55K Hold
1,359
– – ﹤0.01% 1738
2013
Q4 		$56K Buy
1,359
+395
+41% +$16K ﹤0.01% 1526
2013
Q3 		$37K Buy
964
+379
+65% +$14.1K ﹤0.01% 1706
2013
Q2 		$20K Buy
+585
New +$21.7K ﹤0.01% 1927

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Creative Planning's KF Position: Q3 2017 in Review

Creative Planning sold out of Korea Fund (KF) in Q3 2017, closing a stake of 1,121 shares — an estimated $45K sold.

Creative Planning first reported a position in KF in Q2 2013 and held it in 16 quarters. The position peaked at $62K in Q1 2015. 25 funds tracked by Wall St. Rank hold KF as of Q3 2017.

  • Creative Planning reported no remaining Korea Fund position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 1,121 Korea Fund shares in Q3 2017, an estimated $45K.
  • Creative Planning first reported a position in Korea Fund in Q2 2013 and held it in 16 quarters.
  • Creative Planning's Korea Fund position peaked at $62K in Q1 2015.
  • 25 funds tracked by Wall St. Rank held Korea Fund as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.