WG
KEF

Winchester Group’s Korea Equity Fund KEF Stock Holding History

Winchester Group’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
2013
Q3 		– Sell
-65,940
Closed -$515K – 224
2013
Q2 		$515K Buy
+65,940
New +$552K 0.11% 150

Other funds holding KEF

COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GFM
Gramercy Funds Management Greenwich, Connecticut $3.37M AUM 56.77% 1-Year Est. Return
AG
Ashmore Group London, United Kingdom $773M AUM 50.56% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FWSM
First Wilshire Securities Management Pasadena, California $486M AUM 50.29% 1-Year Est. Return

Winchester Group's KEF Position: Q3 2013 in Review

Winchester Group sold out of Korea Equity Fund (KEF) in Q3 2013, closing a stake of 65,940 shares — an estimated $515K sold.

Winchester Group first reported a position in KEF in Q2 2013 and held it in 1 quarter. The position peaked at $515K in Q2 2013. 23 funds tracked by Wall St. Rank hold KEF as of Q3 2013.

  • Winchester Group reported no remaining Korea Equity Fund position as of Q3 2013 after selling out during the quarter.
  • Winchester Group sold 65,940 Korea Equity Fund shares in Q3 2013, an estimated $515K.
  • Winchester Group first reported a position in Korea Equity Fund in Q2 2013 and held it in 1 quarter.
  • Winchester Group's Korea Equity Fund position peaked at $515K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Korea Equity Fund as of Q3 2013.

Based on Winchester Group's 13F filing for Q3 2013, filed 16 Oct 2013.