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	–	415
2017 Q4	$213K	Buy	+3,646	New	+$194K	0.03%	374
2016 Q3	–	Sell	-3,960	Closed	-$113K	–	816
2016 Q2	$113K	Sell	3,960 -1,774	-31%	-$51.5K	0.01%	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	–	–	0.06%	331
2015 Q1	$224K	Hold	6,361	–	–	0.07%	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

Other funds holding KB

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Checchi Capital Advisers's KB Position: Q1 2018 in Review

Checchi Capital Advisers sold out of KB Financial Group (KB) in Q1 2018, closing a stake of 3,646 shares — an estimated $213K sold.

Checchi Capital Advisers first reported a position in KB in Q4 2013 and held it in 10 quarters. The position peaked at $240K in Q4 2013. 159 funds tracked by Wall St. Rank hold KB as of Q1 2018.

Checchi Capital Advisers reported no remaining KB Financial Group position as of Q1 2018 after selling out during the quarter.
Checchi Capital Advisers sold 3,646 KB Financial Group shares in Q1 2018, an estimated $213K.
Checchi Capital Advisers first reported a position in KB Financial Group in Q4 2013 and held it in 10 quarters.
Checchi Capital Advisers's KB Financial Group position peaked at $240K in Q4 2013.
159 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2018.

Based on Checchi Capital Advisers's 13F filing for Q1 2018, filed 1 May 2018.