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Forward Management’s Korea Electric Power KEP Stock Holding History

Forward 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
2018
Q3 		– Sell
-570
Closed -$8K – 166
2018
Q2 		$8K Hold
570
– – ﹤0.01% 162
2018
Q1 		$9K Sell
570
-25,500
-98% -$404K ﹤0.01% 185
2017
Q4 		$462K Sell
26,070
-5,530
-18% -$96.6K 0.05% 140
2017
Q3 		$530K Sell
31,600
-31,800
-50% -$599K 0.06% 130
2017
Q2 		$1.14M Buy
63,400
+32,000
+102% +$616K 0.1% 107
2017
Q1 		$651K Buy
31,400
+8,295
+36% +$156K 0.05% 124
2016
Q4 		$427K Buy
23,105
+205
+0.9% +$4.27K 0.03% 170
2016
Q3 		$558K Buy
+22,900
New +$604K 0.04% 158

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Forward Management's KEP Position: Q3 2018 in Review

Forward Management sold out of Korea Electric Power (KEP) in Q3 2018, closing a stake of 570 shares — an estimated $8K sold.

Forward Management first reported a position in KEP in Q3 2016 and held it in 8 quarters. The position peaked at $1.14M in Q2 2017. 101 funds tracked by Wall St. Rank hold KEP as of Q3 2018.

  • Forward Management reported no remaining Korea Electric Power position as of Q3 2018 after selling out during the quarter.
  • Forward Management sold 570 Korea Electric Power shares in Q3 2018, an estimated $8K.
  • Forward Management first reported a position in Korea Electric Power in Q3 2016 and held it in 8 quarters.
  • Forward Management's Korea Electric Power position peaked at $1.14M in Q2 2017.
  • 101 funds tracked by Wall St. Rank held Korea Electric Power as of Q3 2018.

Based on Forward Management's 13F filing for Q3 2018, filed 7 Nov 2018.