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Waverton Investment Management’s Korea Electric Power KEP Stock Holding History

Waverton Investment 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
2018
Q4 		– Sell
-35,433
Closed -$467K – 74
2018
Q3 		$467K Sell
35,433
-598,718
-94% -$8.16M 0.02% 73
2018
Q2 		$9.09M Sell
634,151
-86,295
-12% -$1.39M 0.53% 24
2018
Q1 		$11.1M Buy
720,446
+23,000
+3% +$364K 0.65% 24
2017
Q4 		$12.4M Buy
+697,446
New +$12.2M 0.72% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Waverton Investment Management's KEP Position: Q4 2018 in Review

Waverton Investment Management sold out of Korea Electric Power (KEP) in Q4 2018, closing a stake of 35,433 shares — an estimated $467K sold.

Waverton Investment Management first reported a position in KEP in Q4 2017 and held it in 4 quarters. The position peaked at $12.4M in Q4 2017. 113 funds tracked by Wall St. Rank hold KEP as of Q4 2018.

  • Waverton Investment Management reported no remaining Korea Electric Power position as of Q4 2018 after selling out during the quarter.
  • Waverton Investment Management sold 35,433 Korea Electric Power shares in Q4 2018, an estimated $467K.
  • Waverton Investment Management first reported a position in Korea Electric Power in Q4 2017 and held it in 4 quarters.
  • Waverton Investment Management's Korea Electric Power position peaked at $12.4M in Q4 2017.
  • 113 funds tracked by Wall St. Rank held Korea Electric Power as of Q4 2018.

Based on Waverton Investment Management's 13F filing for Q4 2018, filed 14 Jan 2019.