AllSquare Wealth Management’s KB Home KBH Stock Holding History

AllSquare Wealth Management’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
2018 Q4	–	Sell	-3,500	Closed	-$84K	–	468
2018 Q3	$84K	Sell	3,500 -1,200	-26%	-$30.1K	0.06%	135
2018 Q2	$128K	Hold	4,700	–	–	0.1%	110
2018 Q1	$134K	Hold	4,700	–	–	0.11%	92
2017 Q4	$150K	Hold	4,700	–	–	0.12%	84
2017 Q3	$113K	Buy	+4,700	New	+$106K	0.09%	94
2017 Q2	–	Sell	-4,700	Closed	-$93K	–	295
2017 Q1	$93K	Hold	4,700	–	–	0.08%	100
2016 Q4	$74K	Hold	4,700	–	–	0.07%	109
2016 Q3	$76K	Buy	4,700 +1,700	+57%	+$26.8K	0.07%	97
2016 Q2	$46K	Hold	3,000	–	–	0.05%	125
2016 Q1	$43K	Buy	+3,000	New	+$35K	0.04%	127

Other funds holding KBH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

AllSquare Wealth Management's KBH Position: Q4 2018 in Review

AllSquare Wealth Management sold out of KB Home (KBH) in Q4 2018, closing a stake of 3,500 shares — an estimated $84K sold.

AllSquare Wealth Management first reported a position in KBH in Q1 2016 and held it in 10 quarters. The position peaked at $150K in Q4 2017. 238 funds tracked by Wall St. Rank hold KBH as of Q4 2018.

AllSquare Wealth Management reported no remaining KB Home position as of Q4 2018 after selling out during the quarter.
AllSquare Wealth Management sold 3,500 KB Home shares in Q4 2018, an estimated $84K.
AllSquare Wealth Management first reported a position in KB Home in Q1 2016 and held it in 10 quarters.
AllSquare Wealth Management's KB Home position peaked at $150K in Q4 2017.
238 funds tracked by Wall St. Rank held KB Home as of Q4 2018.

Based on AllSquare Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.