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Capital Guardian Trust’s KB Financial Group KB Stock Holding History

Capital Guardian Trust’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
Q1 		– Sell
-832
Closed -$34K – 531
2013
Q4 		$34K Hold
832
– – ﹤0.01% 401
2013
Q3 		$29K Hold
832
– – ﹤0.01% 374
2013
Q2 		$25K Buy
+832
New +$26.6K ﹤0.01% 364

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Guardian Trust's KB Position: Q1 2014 in Review

Capital Guardian Trust sold out of KB Financial Group (KB) in Q1 2014, closing a stake of 832 shares — an estimated $34K sold.

Capital Guardian Trust first reported a position in KB in Q2 2013 and held it in 3 quarters. The position peaked at $34K in Q4 2013. 93 funds tracked by Wall St. Rank hold KB as of Q1 2014.

  • Capital Guardian Trust reported no remaining KB Financial Group position as of Q1 2014 after selling out during the quarter.
  • Capital Guardian Trust sold 832 KB Financial Group shares in Q1 2014, an estimated $34K.
  • Capital Guardian Trust first reported a position in KB Financial Group in Q2 2013 and held it in 3 quarters.
  • Capital Guardian Trust's KB Financial Group position peaked at $34K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2014.

Based on Capital Guardian Trust's 13F filing for Q1 2014, filed 15 May 2014.