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Next Financial Group’s Korea Electric Power KEP Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-317
Closed -$5K – 870
2017
Q3 		$5K Sell
317
-33
-9% -$622 ﹤0.01% 1420
2017
Q2 		$6K Sell
350
-150
-30% -$2.89K ﹤0.01% 1496
2017
Q1 		$10K Sell
500
-100
-17% -$1.88K ﹤0.01% 1278
2016
Q4 		$11K Sell
600
-950
-61% -$19.8K ﹤0.01% 1606
2016
Q3 		$38K Buy
1,550
+300
+24% +$7.92K 0.01% 1067
2016
Q2 		$32K Sell
1,250
-600
-32% -$15.5K 0.01% 783
2016
Q1 		$47K Hold
1,850
– – 0.02% 643
2015
Q4 		$39K Hold
1,850
– – 0.01% 696
2015
Q3 		$37K Sell
1,850
-100
-5% -$2.08K 0.01% 735
2015
Q2 		$39K Buy
1,950
+1,450
+290% +$30.2K 0.01% 761
2015
Q1 		$10K Hold
500
– – ﹤0.01% 1237
2014
Q4 		$10K Sell
500
-320
-39% -$6.76K ﹤0.01% 1251
2014
Q3 		$18K Buy
+820
New +$16.7K ﹤0.01% 1469

Other funds holding KEP

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Towle & Co Denver, Colorado $257M AUM 73.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Next Financial Group's KEP Position: Q4 2017 in Review

Next Financial Group sold out of Korea Electric Power (KEP) in Q4 2017, closing a stake of 317 shares — an estimated $5K sold.

Next Financial Group first reported a position in KEP in Q3 2014 and held it in 13 quarters. The position peaked at $47K in Q1 2016. 134 funds tracked by Wall St. Rank hold KEP as of Q4 2017.

  • Next Financial Group reported no remaining Korea Electric Power position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 317 Korea Electric Power shares in Q4 2017, an estimated $5K.
  • Next Financial Group first reported a position in Korea Electric Power in Q3 2014 and held it in 13 quarters.
  • Next Financial Group's Korea Electric Power position peaked at $47K in Q1 2016.
  • 134 funds tracked by Wall St. Rank held Korea Electric Power as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.