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Perigon Wealth Management’s Korea Electric Power KEP Stock Holding History

Perigon 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
2017
Q1 		– Sell
-985
Closed -$18K – 663
2016
Q4 		$18K Buy
985
+386
+64% +$8.04K ﹤0.01% 482
2016
Q3 		$15K Buy
+599
New +$15.8K ﹤0.01% 435

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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Perigon Wealth Management's KEP Position: Q1 2017 in Review

Perigon Wealth Management sold out of Korea Electric Power (KEP) in Q1 2017, closing a stake of 985 shares — an estimated $18K sold.

Perigon Wealth Management first reported a position in KEP in Q3 2016 and held it in 2 quarters. The position peaked at $18K in Q4 2016. 135 funds tracked by Wall St. Rank hold KEP as of Q1 2017.

  • Perigon Wealth Management reported no remaining Korea Electric Power position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 985 Korea Electric Power shares in Q1 2017, an estimated $18K.
  • Perigon Wealth Management first reported a position in Korea Electric Power in Q3 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Korea Electric Power position peaked at $18K in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Korea Electric Power as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.