RGT Wealth Advisors’s Korn Ferry KFY Stock Holding History

RGT Wealth Advisors’s Portfolio KFY Stock Details KFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-10,000	Closed	-$516K	–	62
2018 Q1	$516K	Sell	10,000 -16,950	-63%	-$754K	0.25%	42
2017 Q4	$1.11M	Buy	+26,950	New	+$1.12M	0.6%	25

Other funds holding KFY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RGT Wealth Advisors's KFY Position: Q2 2018 in Review

RGT Wealth Advisors sold out of Korn Ferry (KFY) in Q2 2018, closing a stake of 10,000 shares — an estimated $516K sold.

RGT Wealth Advisors first reported a position in KFY in Q4 2017 and held it in 2 quarters. The position peaked at $1.11M in Q4 2017. 276 funds tracked by Wall St. Rank hold KFY as of Q2 2018.

RGT Wealth Advisors reported no remaining Korn Ferry position as of Q2 2018 after selling out during the quarter.
RGT Wealth Advisors sold 10,000 Korn Ferry shares in Q2 2018, an estimated $516K.
RGT Wealth Advisors first reported a position in Korn Ferry in Q4 2017 and held it in 2 quarters.
RGT Wealth Advisors's Korn Ferry position peaked at $1.11M in Q4 2017.
276 funds tracked by Wall St. Rank held Korn Ferry as of Q2 2018.

Based on RGT Wealth Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.