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Aris Wealth Services’s KB Financial Group KB Stock Holding History

Aris Wealth Services’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 		$1K Hold
38
– – ﹤0.01% 353
2015
Q2 		$1K Hold
38
– – ﹤0.01% 490
2015
Q1 		$1K Buy
+38
New +$1.3K ﹤0.01% 532

Other funds holding KB

Franklin Resources
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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

Aris Wealth Services's KB Position: Q3 2015 in Review

Aris Wealth Services held its KB Financial Group (KB) position steady in Q3 2015 at 38 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Aris Wealth Services first reported a position in KB in Q1 2015 and has held it in 3 quarters since. 100 funds tracked by Wall St. Rank hold KB as of Q3 2015.

  • Aris Wealth Services held 38 shares of KB Financial Group worth $1K as of Q3 2015.
  • Aris Wealth Services left its KB Financial Group share count unchanged in Q3 2015.
  • KB Financial Group made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #353 holding.
  • Aris Wealth Services first reported a position in KB Financial Group in Q1 2015 and has held it in 3 quarters since.
  • 100 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.