AI
KB icon

Analytic Investors’s KB Financial Group KB Stock Holding History

Analytic Investors’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
2015
Q3 		– Sell
-8,096
Closed -$266K – 598
2015
Q2 		$266K Buy
+8,096
New +$292K ﹤0.01% 515

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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Analytic Investors's KB Position: Q3 2015 in Review

Analytic Investors sold out of KB Financial Group (KB) in Q3 2015, closing a stake of 8,096 shares — an estimated $266K sold.

Analytic Investors first reported a position in KB in Q2 2015 and held it in 1 quarter. The position peaked at $266K in Q2 2015. 100 funds tracked by Wall St. Rank hold KB as of Q3 2015.

  • Analytic Investors reported no remaining KB Financial Group position as of Q3 2015 after selling out during the quarter.
  • Analytic Investors sold 8,096 KB Financial Group shares in Q3 2015, an estimated $266K.
  • Analytic Investors first reported a position in KB Financial Group in Q2 2015 and held it in 1 quarter.
  • Analytic Investors's KB Financial Group position peaked at $266K in Q2 2015.
  • 100 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2015.

Based on Analytic Investors's 13F filing for Q3 2015, filed 12 Nov 2015.