WIM
KEF

Waverton Investment Management’s Korea Equity Fund KEF Stock Holding History

Waverton Investment Management’s Portfolio KEF Stock Details KEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-616,846
Closed -$10.3M – 84
2017
Q3 		$10.3M Buy
616,846
+60,019
+11% +$423K 0.64% 25
2017
Q2 		$10M Buy
556,827
+125,481
+29% +$1.16M 0.65% 29
2017
Q1 		$8.94M Buy
431,346
+63,000
+17% +$517K 0.56% 31
2016
Q4 		$6.81M Buy
368,346
+238,778
+184% +$1.86M 0.45% 39
2016
Q3 		$3.16M Buy
+129,568
New +$1.05M 0.21% 60

Waverton Investment Management's KEF Position: Q4 2017 in Review

Waverton Investment Management sold out of Korea Equity Fund (KEF) in Q4 2017, closing a stake of 616,846 shares — an estimated $10.3M sold.

Waverton Investment Management first reported a position in KEF in Q3 2016 and held it in 5 quarters. The position peaked at $10.3M in Q3 2017. 0 funds tracked by Wall St. Rank hold KEF as of Q4 2017.

  • Waverton Investment Management reported no remaining Korea Equity Fund position as of Q4 2017 after selling out during the quarter.
  • Waverton Investment Management sold 616,846 Korea Equity Fund shares in Q4 2017, an estimated $10.3M.
  • Waverton Investment Management first reported a position in Korea Equity Fund in Q3 2016 and held it in 5 quarters.
  • Waverton Investment Management's Korea Equity Fund position peaked at $10.3M in Q3 2017.
  • 0 funds tracked by Wall St. Rank held Korea Equity Fund as of Q4 2017.

Based on Waverton Investment Management's 13F filing for Q4 2017, filed 10 Jan 2018.