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Freedom Investment Management’s Korea Electric Power KEP Stock Holding History

Freedom Investment 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
2016
Q4 		– Sell
-40,573
Closed -$989K – 1024
2016
Q3 		$989K Buy
40,573
+24,583
+154% +$649K 0.06% 246
2016
Q2 		$415K Sell
15,990
-2,511
-14% -$64.8K 0.03% 479
2016
Q1 		$476K Buy
+18,501
New +$422K 0.03% 412
2015
Q4 		– Sell
-3,860
Closed -$420K – 788
2015
Q3 		$420K Buy
+3,860
New +$80.3K 0.04% 362

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Freedom Investment Management's KEP Position: Q4 2016 in Review

Freedom Investment Management sold out of Korea Electric Power (KEP) in Q4 2016, closing a stake of 40,573 shares — an estimated $989K sold.

Freedom Investment Management first reported a position in KEP in Q3 2015 and held it in 4 quarters. The position peaked at $989K in Q3 2016. 146 funds tracked by Wall St. Rank hold KEP as of Q4 2016.

  • Freedom Investment Management reported no remaining Korea Electric Power position as of Q4 2016 after selling out during the quarter.
  • Freedom Investment Management sold 40,573 Korea Electric Power shares in Q4 2016, an estimated $989K.
  • Freedom Investment Management first reported a position in Korea Electric Power in Q3 2015 and held it in 4 quarters.
  • Freedom Investment Management's Korea Electric Power position peaked at $989K in Q3 2016.
  • 146 funds tracked by Wall St. Rank held Korea Electric Power as of Q4 2016.

Based on Freedom Investment Management's 13F filing for Q4 2016, filed 5 Jan 2017.