IA
KEF

IFP Advisors’s Korea Equity Fund KEF Stock Holding History

IFP Advisors’s Portfolio KEF Stock Details KEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,450
Closed -$38K – 4380
2017
Q2 		$38K Sell
5,450
-1,000
-16% -$9.21K ﹤0.01% 2165
2017
Q1 		$57K Hold
6,450
– – ﹤0.01% 1849
2016
Q4 		$48K Buy
6,450
+525
+9% +$4.1K ﹤0.01% 1913
2016
Q3 		$51K Hold
5,925
– – ﹤0.01% 1809
2016
Q2 		$47K Buy
+5,925
New +$45.8K ﹤0.01% 1808

Other funds holding KEF

WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return

IFP Advisors's KEF Position: Q3 2017 in Review

IFP Advisors sold out of Korea Equity Fund (KEF) in Q3 2017, closing a stake of 5,450 shares — an estimated $38K sold.

IFP Advisors first reported a position in KEF in Q2 2016 and held it in 5 quarters. The position peaked at $57K in Q1 2017. 1 fund tracked by Wall St. Rank holds KEF as of Q3 2017.

  • IFP Advisors reported no remaining Korea Equity Fund position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 5,450 Korea Equity Fund shares in Q3 2017, an estimated $38K.
  • IFP Advisors first reported a position in Korea Equity Fund in Q2 2016 and held it in 5 quarters.
  • IFP Advisors's Korea Equity Fund position peaked at $57K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Korea Equity Fund as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.