United Capital Financial Advisors’s Korea Electric Power KEP Stock Holding History

United Capital Financial Advisors’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
2016 Q4	–	Sell	-143,645	Closed	-$3.5M	–	1288
2016 Q3	$3.5M	Buy	143,645 +14,295	+11%	+$377K	0.03%	457
2016 Q2	$3.36M	Buy	129,350 +8,678	+7%	+$224K	0.03%	444
2016 Q1	$3.11M	Buy	+120,672	New	+$2.75M	0.03%	443
2015 Q1	–	Sell	-33,994	Closed	-$658K	–	1252
2014 Q4	$658K	Buy	+33,994	New	+$718K	0.01%	741

Other funds holding KEP

SII

Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

United Capital Financial Advisors's KEP Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Korea Electric Power (KEP) in Q4 2016, closing a stake of 143,645 shares — an estimated $3.5M sold.

United Capital Financial Advisors first reported a position in KEP in Q4 2014 and held it in 4 quarters. The position peaked at $3.5M in Q3 2016. 146 funds tracked by Wall St. Rank hold KEP as of Q4 2016.

United Capital Financial Advisors reported no remaining Korea Electric Power position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 143,645 Korea Electric Power shares in Q4 2016, an estimated $3.5M.
United Capital Financial Advisors first reported a position in Korea Electric Power in Q4 2014 and held it in 4 quarters.
United Capital Financial Advisors's Korea Electric Power position peaked at $3.5M in Q3 2016.
146 funds tracked by Wall St. Rank held Korea Electric Power as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.