AI
KB icon

Axiom Investors’s KB Financial Group KB Stock Holding History

Axiom 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
2014
Q2 		– Sell
-254,950
Closed -$8.96M – 154
2014
Q1 		$8.96M Sell
254,950
-9,350
-4% -$331K 0.21% 80
2013
Q4 		$10.7M Sell
264,300
-200
-0.1% -$7.54K 0.29% 73
2013
Q3 		$9.26M Buy
264,500
+13,940
+6% +$451K 0.3% 70
2013
Q2 		$7.42M Buy
+250,560
New +$8.01M 0.27% 71

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Axiom Investors's KB Position: Q2 2014 in Review

Axiom Investors sold out of KB Financial Group (KB) in Q2 2014, closing a stake of 254,950 shares — an estimated $8.96M sold.

Axiom Investors first reported a position in KB in Q2 2013 and held it in 4 quarters. The position peaked at $10.7M in Q4 2013. 93 funds tracked by Wall St. Rank hold KB as of Q2 2014.

  • Axiom Investors reported no remaining KB Financial Group position as of Q2 2014 after selling out during the quarter.
  • Axiom Investors sold 254,950 KB Financial Group shares in Q2 2014, an estimated $8.96M.
  • Axiom Investors first reported a position in KB Financial Group in Q2 2013 and held it in 4 quarters.
  • Axiom Investors's KB Financial Group position peaked at $10.7M in Q4 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2014.

Based on Axiom Investors's 13F filing for Q2 2014, filed 13 Aug 2014.