United Capital Financial Advisors
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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 $17.3M AUM 2.32% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Donald Smith & Co
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Numeric Investors
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Aperio Group
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.