ACI
KBH icon

Advance Capital I’s KB Home KBH Stock Holding History

Advance Capital I’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-61,300
Closed -$1.04M – 179
2014
Q1 		$1.04M Buy
61,300
+23,100
+60% +$424K 0.54% 130
2013
Q4 		$698K Buy
+38,200
New +$656K 0.33% 136

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advance Capital I's KBH Position: Q2 2014 in Review

Advance Capital I sold out of KB Home (KBH) in Q2 2014, closing a stake of 61,300 shares — an estimated $1.04M sold.

Advance Capital I first reported a position in KBH in Q4 2013 and held it in 2 quarters. The position peaked at $1.04M in Q1 2014. 179 funds tracked by Wall St. Rank hold KBH as of Q2 2014.

  • Advance Capital I reported no remaining KB Home position as of Q2 2014 after selling out during the quarter.
  • Advance Capital I sold 61,300 KB Home shares in Q2 2014, an estimated $1.04M.
  • Advance Capital I first reported a position in KB Home in Q4 2013 and held it in 2 quarters.
  • Advance Capital I's KB Home position peaked at $1.04M in Q1 2014.
  • 179 funds tracked by Wall St. Rank held KB Home as of Q2 2014.

Based on Advance Capital I's 13F filing for Q2 2014, filed 5 Aug 2014.