BRWA
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B. Riley Wealth Advisors’s KB Financial Group KB Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-22
Closed -$1 – 1312
2014
Q4 		$1 Buy
+22
New +$789 ﹤0.01% 3555

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Advisors's KB Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of KB Financial Group (KB) in Q1 2015, closing a stake of 22 shares — an estimated $1 sold.

B. Riley Wealth Advisors first reported a position in KB in Q4 2014 and held it in 1 quarter. The position peaked at $1 in Q4 2014. 98 funds tracked by Wall St. Rank hold KB as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining KB Financial Group position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 22 KB Financial Group shares in Q1 2015, an estimated $1.
  • B. Riley Wealth Advisors first reported a position in KB Financial Group in Q4 2014 and held it in 1 quarter.
  • B. Riley Wealth Advisors's KB Financial Group position peaked at $1 in Q4 2014.
  • 98 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.