JFA
KF

JNBA Financial Advisors’s Korea Fund KF Stock Holding History

JNBA Financial Advisors’s Portfolio KF Stock Details KF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-500
Closed -$18K – 927
2016
Q3 		$18K Buy
+500
New +$17.1K ﹤0.01% 855

Other funds holding KF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $6.07M AUM 35.69% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
AMI
Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JNBA Financial Advisors's KF Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Korea Fund (KF) in Q4 2016, closing a stake of 500 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in KF in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 24 funds tracked by Wall St. Rank hold KF as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Korea Fund position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 500 Korea Fund shares in Q4 2016, an estimated $18K.
  • JNBA Financial Advisors first reported a position in Korea Fund in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Korea Fund position peaked at $18K in Q3 2016.
  • 24 funds tracked by Wall St. Rank held Korea Fund as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.