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Golden State Wealth Management’s Korea Electric Power KEP Stock Holding History

Golden State 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
2019
Q3 		– Sell
-280
Closed -$3K – 1108
2019
Q2 		$3K Hold
280
– – ﹤0.01% 942
2019
Q1 		$4K Buy
+280
New +$4.18K ﹤0.01% 944

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Golden State Wealth Management's KEP Position: Q3 2019 in Review

Golden State Wealth Management sold out of Korea Electric Power (KEP) in Q3 2019, closing a stake of 280 shares — an estimated $3K sold.

Golden State Wealth Management first reported a position in KEP in Q1 2019 and held it in 2 quarters. The position peaked at $4K in Q1 2019. 94 funds tracked by Wall St. Rank hold KEP as of Q3 2019.

  • Golden State Wealth Management reported no remaining Korea Electric Power position as of Q3 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 280 Korea Electric Power shares in Q3 2019, an estimated $3K.
  • Golden State Wealth Management first reported a position in Korea Electric Power in Q1 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Korea Electric Power position peaked at $4K in Q1 2019.
  • 94 funds tracked by Wall St. Rank held Korea Electric Power as of Q3 2019.

Based on Golden State Wealth Management's 13F filing for Q3 2019, filed 23 Oct 2019.