FCH
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Freestone Capital Holdings’s Korn Ferry KFY Stock Holding History

Freestone Capital Holdings’s Portfolio KFY Stock Details KFY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-362,908
Closed -$7.62M – 355
2016
Q3 		$7.62M Sell
362,908
-228,850
-39% -$5.21M 0.7% 33
2016
Q2 		$12.2M Buy
591,758
+51,107
+9% +$1.4M 1.2% 30
2016
Q1 		$15.3M Buy
540,651
+64,358
+14% +$1.84M 1.61% 27
2015
Q4 		$15.8M Sell
476,293
-28,732
-6% -$1.01M 1.64% 22
2015
Q3 		$16.7M Buy
505,025
+482,240
+2,116% +$16.5M 1.81% 19
2015
Q2 		$793K Sell
22,785
-6,700
-23% -$221K 0.13% 125
2015
Q1 		$969K Buy
29,485
+10,203
+53% +$309K 0.15% 98
2014
Q4 		$555K Buy
+19,282
New +$524K 0.09% 124

Other funds holding KFY

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Freestone Capital Holdings's KFY Position: Q4 2016 in Review

Freestone Capital Holdings sold out of Korn Ferry (KFY) in Q4 2016, closing a stake of 362,908 shares — an estimated $7.62M sold.

Freestone Capital Holdings first reported a position in KFY in Q4 2014 and held it in 8 quarters. The position peaked at $16.7M in Q3 2015. 186 funds tracked by Wall St. Rank hold KFY as of Q4 2016.

  • Freestone Capital Holdings reported no remaining Korn Ferry position as of Q4 2016 after selling out during the quarter.
  • Freestone Capital Holdings sold 362,908 Korn Ferry shares in Q4 2016, an estimated $7.62M.
  • Freestone Capital Holdings first reported a position in Korn Ferry in Q4 2014 and held it in 8 quarters.
  • Freestone Capital Holdings's Korn Ferry position peaked at $16.7M in Q3 2015.
  • 186 funds tracked by Wall St. Rank held Korn Ferry as of Q4 2016.

Based on Freestone Capital Holdings's 13F filing for Q4 2016, filed 14 Feb 2017.