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Ativo Capital Management’s KB Financial Group KB Stock Holding History

Ativo Capital Management’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
2018
Q4 		– Sell
-4,597
Closed -$222K – 147
2018
Q3 		$222K Hold
4,597
– – 0.06% 206
2018
Q2 		$214K Sell
4,597
-23,293
-84% -$1.23M 0.06% 221
2018
Q1 		$1.62M Sell
27,890
-3,228
-10% -$194K 0.46% 55
2017
Q4 		$1.82M Sell
31,118
-14,050
-31% -$746K 0.48% 42
2017
Q3 		$2.21M Buy
45,168
+39,607
+712% +$1.98M 0.59% 48
2017
Q2 		$281K Sell
5,561
-8
-0.1% -$372 0.08% 215
2017
Q1 		$245K Buy
+5,569
New +$229K 0.06% 219

Other funds holding KB

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ativo Capital Management's KB Position: Q4 2018 in Review

Ativo Capital Management sold out of KB Financial Group (KB) in Q4 2018, closing a stake of 4,597 shares — an estimated $222K sold.

Ativo Capital Management first reported a position in KB in Q1 2017 and held it in 7 quarters. The position peaked at $2.21M in Q3 2017. 151 funds tracked by Wall St. Rank hold KB as of Q4 2018.

  • Ativo Capital Management reported no remaining KB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Ativo Capital Management sold 4,597 KB Financial Group shares in Q4 2018, an estimated $222K.
  • Ativo Capital Management first reported a position in KB Financial Group in Q1 2017 and held it in 7 quarters.
  • Ativo Capital Management's KB Financial Group position peaked at $2.21M in Q3 2017.
  • 151 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2018.

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