WealthPLAN Partners’s Korn Ferry KFY Stock Holding History

WealthPLAN Partners’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
2016 Q3	–	Sell	-446	Closed	-$9	–	1022
2016 Q2	$9	Buy	+446	New	+$12.2K	﹤0.01%	2537
2015 Q4	$36	Buy	+1,092	New	+$38.3K	﹤0.01%	1684

Other funds holding KFY

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's KFY Position: Q3 2016 in Review

WealthPLAN Partners sold out of Korn Ferry (KFY) in Q3 2016, closing a stake of 446 shares — an estimated $9 sold.

WealthPLAN Partners first reported a position in KFY in Q4 2015 and held it in 2 quarters. The position peaked at $36 in Q4 2015. 182 funds tracked by Wall St. Rank hold KFY as of Q3 2016.

WealthPLAN Partners reported no remaining Korn Ferry position as of Q3 2016 after selling out during the quarter.
WealthPLAN Partners sold 446 Korn Ferry shares in Q3 2016, an estimated $9.
WealthPLAN Partners first reported a position in Korn Ferry in Q4 2015 and held it in 2 quarters.
WealthPLAN Partners's Korn Ferry position peaked at $36 in Q4 2015.
182 funds tracked by Wall St. Rank held Korn Ferry as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.