Wealthspire Advisors (Maryland)’s Korea Fund KF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KF Stock Details KF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-750	Closed	-$22K	–	1262
2019 Q1	$22K	Buy	750 +250	+50%	+$7.55K	﹤0.01%	1236
2018 Q4	$14K	Hold	500	–	–	﹤0.01%	1341
2018 Q3	$18K	Hold	500	–	–	﹤0.01%	1340
2018 Q2	$19K	Hold	500	–	–	﹤0.01%	1328
2018 Q1	$20K	Hold	500	–	–	﹤0.01%	1300
2017 Q4	$21K	Hold	500	–	–	﹤0.01%	1307
2017 Q3	$20K	Hold	500	–	–	﹤0.01%	1299
2017 Q2	$20K	Hold	500	–	–	﹤0.01%	1270
2017 Q1	$18K	Hold	500	–	–	﹤0.01%	1122
2016 Q4	$16K	Hold	500	–	–	﹤0.01%	1085
2016 Q3	$18K	Hold	500	–	–	﹤0.01%	1089
2016 Q2	$16K	Hold	500	–	–	﹤0.01%	1069
2016 Q1	$16K	Hold	500	–	–	﹤0.01%	1042
2015 Q4	$16K	Buy	+500	New	+$18.3K	﹤0.01%	1043

Other funds holding KF

COLIM

City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Korea Fund (KF) in Q2 2019, closing a stake of 750 shares — an estimated $22K sold.

Wealthspire Advisors (Maryland) first reported a position in KF in Q4 2015 and held it in 14 quarters. The position peaked at $22K in Q1 2019. 19 funds tracked by Wall St. Rank hold KF as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Korea Fund position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 750 Korea Fund shares in Q2 2019, an estimated $22K.
Wealthspire Advisors (Maryland) first reported a position in Korea Fund in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Korea Fund position peaked at $22K in Q1 2019.
19 funds tracked by Wall St. Rank held Korea Fund as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.