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Advisor Group’s KB Financial Group KB Stock Holding History

Advisor Group’s Portfolio KB Stock Details KB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$115K Buy
2,787
+594
+27% +$22.7K ﹤0.01% 2830
2019
Q3 		$79K Sell
2,193
-9
-0.4% -$317 ﹤0.01% 3070
2019
Q2 		$88K Buy
2,202
+63
+3% +$2.46K ﹤0.01% 2958
2019
Q1 		$80K Sell
2,139
-972
-31% -$38.9K ﹤0.01% 3045
2018
Q4 		$131K Sell
3,111
-1,338
-30% -$58.5K ﹤0.01% 2415
2018
Q3 		$215K Sell
4,449
-4,033
-48% -$188K ﹤0.01% 2106
2018
Q2 		$394K Buy
8,482
+527
+7% +$27.8K 0.01% 1489
2018
Q1 		$461K Buy
7,955
+1,072
+16% +$64.3K 0.01% 1381
2017
Q4 		$403K Buy
6,883
+1,504
+28% +$79.9K 0.01% 1461
2017
Q3 		$264K Buy
5,379
+978
+22% +$48.8K ﹤0.01% 1628
2017
Q2 		$222K Buy
4,401
+1,370
+45% +$63.8K ﹤0.01% 1707
2017
Q1 		$133K Buy
3,031
+31
+1% +$1.28K ﹤0.01% 1965
2016
Q4 		$106K Buy
3,000
+97
+3% +$3.49K ﹤0.01% 2018
2016
Q3 		$99K Buy
2,903
+482
+20% +$15.8K ﹤0.01% 2008
2016
Q2 		$67K Buy
+2,421
New +$70.2K ﹤0.01% 2209

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisor Group's KB Position: Q4 2019 in Review

Advisor Group increased its KB Financial Group (KB) stake by 27% in Q4 2019, buying an estimated $22.7K and bringing the position to 2,787 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #2830.

Advisor Group first reported a position in KB in Q2 2016 and has held it in 15 quarters since. The position peaked at $461K in Q1 2018. 130 funds tracked by Wall St. Rank hold KB as of Q4 2019.

  • Advisor Group held 2,787 shares of KB Financial Group worth $115K as of Q4 2019.
  • Advisor Group bought 594 KB Financial Group shares in Q4 2019, an estimated $22.7K.
  • KB Financial Group made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2830 holding.
  • Advisor Group first reported a position in KB Financial Group in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's KB Financial Group position peaked at $461K in Q1 2018.
  • 130 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.