CCA
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Checchi Capital Advisers’s KB Financial Group KB Stock Holding History

Checchi Capital Advisers’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
2018
Q1 		– Sell
-3,646
Closed -$213K – 416
2017
Q4 		$213K Buy
+3,646
New +$194K 0.05% 374
2016
Q3 		– Sell
-3,960
Closed -$113K – 816
2016
Q2 		$113K Sell
3,960
-1,774
-31% -$51.5K 0.03% 534
2016
Q1 		$158K Buy
+5,734
New +$146K 0.04% 419
2015
Q3 		– Sell
-6,361
Closed -$209K – 367
2015
Q2 		$209K Hold
6,361
– – 0.07% 331
2015
Q1 		$224K Hold
6,361
– – 0.08% 297
2014
Q4 		$207K Buy
6,361
+139
+2% +$4.99K 0.08% 286
2014
Q3 		$225K Hold
6,222
– – 0.09% 235
2014
Q2 		$216K Hold
6,222
– – 0.1% 212
2014
Q1 		$219K Buy
6,222
+292
+5% +$10.3K 0.13% 156
2013
Q4 		$240K Buy
+5,930
New +$224K 0.19% 110

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Vanguard Group
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Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return