MPWT
KEF

MassMutual Private Wealth & Trust’s Korea Equity Fund KEF Stock Holding History

MassMutual Private Wealth & Trust’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
2015
Q4 		– Sell
-519
Closed -$4.29K – 1005
2015
Q3 		$4.29K Buy
+519
New +$3.84K ﹤0.01% 644
2014
Q4 		– Sell
-519
Closed -$4.29K – 823
2014
Q3 		$4.29K Buy
+519
New +$4.55K ﹤0.01% 622

Other funds holding KEF

COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $444M AUM 42.88% 1-Year Est. Return

MassMutual Private Wealth & Trust's KEF Position: Q4 2015 in Review

MassMutual Private Wealth & Trust sold out of Korea Equity Fund (KEF) in Q4 2015, closing a stake of 519 shares — an estimated $4.29K sold.

MassMutual Private Wealth & Trust first reported a position in KEF in Q3 2014 and held it in 2 quarters. The position peaked at $4.29K in Q3 2015. 18 funds tracked by Wall St. Rank hold KEF as of Q4 2015.

  • MassMutual Private Wealth & Trust reported no remaining Korea Equity Fund position as of Q4 2015 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 519 Korea Equity Fund shares in Q4 2015, an estimated $4.29K.
  • MassMutual Private Wealth & Trust first reported a position in Korea Equity Fund in Q3 2014 and held it in 2 quarters.
  • MassMutual Private Wealth & Trust's Korea Equity Fund position peaked at $4.29K in Q3 2015.
  • 18 funds tracked by Wall St. Rank held Korea Equity Fund as of Q4 2015.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2015, filed 12 Feb 2016.