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Evercore Wealth Management’s Korea Electric Power KEP Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-396
Closed -$6K – 926
2013
Q3 		$6K Buy
+396
New +$5.18K ﹤0.01% 820

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RFS
Rockefeller Financial Services New York $6.34B AUM 27.35% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Evercore Wealth Management's KEP Position: Q4 2013 in Review

Evercore Wealth Management sold out of Korea Electric Power (KEP) in Q4 2013, closing a stake of 396 shares — an estimated $6K sold.

Evercore Wealth Management first reported a position in KEP in Q3 2013 and held it in 1 quarter. The position peaked at $6K in Q3 2013. 96 funds tracked by Wall St. Rank hold KEP as of Q4 2013.

  • Evercore Wealth Management reported no remaining Korea Electric Power position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 396 Korea Electric Power shares in Q4 2013, an estimated $6K.
  • Evercore Wealth Management first reported a position in Korea Electric Power in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Korea Electric Power position peaked at $6K in Q3 2013.
  • 96 funds tracked by Wall St. Rank held Korea Electric Power as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.