Capstone Asset Management’s KB Financial Group KB Stock Holding History

Capstone Asset 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
2017 Q2	$3.03M	Sell	59,971 -3,110	-5%	-$145K	0.08%	279
2017 Q1	$2.77M	Buy	63,081 +3,350	+6%	+$138K	0.08%	306
2016 Q4	$2.11M	Buy	59,731 +2,800	+5%	+$101K	0.06%	375
2016 Q3	$1.95M	Sell	56,931 -800	-1%	-$26.2K	0.06%	398
2016 Q2	$1.64M	Sell	57,731 -26,060	-31%	-$756K	0.05%	430
2016 Q1	$2.31M	Buy	83,791 +2,352	+3%	+$60.1K	0.07%	346
2015 Q4	$2.27M	Sell	81,439 -5,805	-7%	-$176K	0.07%	359
2015 Q3	$2.56M	Sell	87,244 -2,464	-3%	-$74.7K	0.08%	305
2015 Q2	$2.95M	Sell	89,708 -13,870	-13%	-$500K	0.08%	297
2015 Q1	$3.64M	Sell	103,578 -660	-0.6%	-$22.5K	0.1%	245
2014 Q4	$3.4M	Buy	104,238 +36,560	+54%	+$1.31M	0.1%	260
2014 Q3	$2.45M	Sell	67,678 -2,740	-4%	-$104K	0.08%	281
2014 Q2	$2.45M	Buy	70,418 +1,310	+2%	+$45.6K	0.08%	291
2014 Q1	$2.43M	Buy	69,108 +3,690	+6%	+$131K	0.07%	314
2013 Q4	$2.65M	Sell	65,418 -3,160	-5%	-$119K	0.08%	295
2013 Q3	$2.4M	Sell	68,578 -860	-1%	-$27.8K	0.06%	379
2013 Q2	$2.06M	Buy	+69,438	New	+$2.22M	0.05%	407

Other funds holding KB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

MIM

Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return

Capstone Asset Management's KB Position: Q2 2017 in Review

Capstone Asset Management reduced its KB Financial Group (KB) stake by 4.9% in Q2 2017, selling an estimated $145K and leaving 59,971 shares worth $3.03M. The position accounts for 0.08% of the portfolio, ranked #279.

Capstone Asset Management first reported a position in KB in Q2 2013 and has held it in 17 quarters since. The position peaked at $3.64M in Q1 2015. 123 funds tracked by Wall St. Rank hold KB as of Q2 2017.

Capstone Asset Management held 59,971 shares of KB Financial Group worth $3.03M as of Q2 2017.
Capstone Asset Management sold 3,110 KB Financial Group shares in Q2 2017, an estimated $145K.
KB Financial Group made up 0.08% of Capstone Asset Management's portfolio in Q2 2017, its #279 holding.
Capstone Asset Management first reported a position in KB Financial Group in Q2 2013 and has held it in 17 quarters since.
Capstone Asset Management's KB Financial Group position peaked at $3.64M in Q1 2015.
123 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2017.

Based on Capstone Asset Management's 13F filing for Q2 2017, filed 10 Jul 2017.