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Avestar Capital’s KB Financial Group KB Stock Holding History

Avestar Capital’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
Q3 		– Sell
-55
Closed -$2K – 526
2019
Q2 		$2K Buy
55
+25
+83% +$975 ﹤0.01% 689
2019
Q1 		$1K Sell
30
-11
-27% -$440 ﹤0.01% 745
2018
Q4 		$1K Buy
41
+18
+78% +$787 ﹤0.01% 739
2018
Q3 		$1K Sell
23
-34
-60% -$1.58K ﹤0.01% 722
2018
Q2 		$2K Buy
57
+23
+68% +$1.21K ﹤0.01% 684
2018
Q1 		$1K Buy
+34
New +$2.04K ﹤0.01% 734

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Avestar Capital's KB Position: Q3 2019 in Review

Avestar Capital sold out of KB Financial Group (KB) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

Avestar Capital first reported a position in KB in Q1 2018 and held it in 6 quarters. The position peaked at $2K in Q2 2019. 131 funds tracked by Wall St. Rank hold KB as of Q3 2019.

  • Avestar Capital reported no remaining KB Financial Group position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 55 KB Financial Group shares in Q3 2019, an estimated $2K.
  • Avestar Capital first reported a position in KB Financial Group in Q1 2018 and held it in 6 quarters.
  • Avestar Capital's KB Financial Group position peaked at $2K in Q2 2019.
  • 131 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.