CI Investments Inc
KB icon

CI Investments Inc’s KB Financial Group KB Stock Holding History

CI Investments Inc’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
-85,156
Closed -$3.45M – 199
2013
Q4 		$3.45M Sell
85,156
-66,600
-44% -$2.51M 0.04% 143
2013
Q3 		$5.31M Buy
151,756
+8,600
+6% +$278K 0.06% 132
2013
Q2 		$4.24M Buy
+143,156
New +$4.58M 0.05% 136

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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

CI Investments Inc's KB Position: Q1 2014 in Review

CI Investments Inc sold out of KB Financial Group (KB) in Q1 2014, closing a stake of 85,156 shares — an estimated $3.45M sold.

CI Investments Inc first reported a position in KB in Q2 2013 and held it in 3 quarters. The position peaked at $5.31M in Q3 2013. 93 funds tracked by Wall St. Rank hold KB as of Q1 2014.

  • CI Investments Inc reported no remaining KB Financial Group position as of Q1 2014 after selling out during the quarter.
  • CI Investments Inc sold 85,156 KB Financial Group shares in Q1 2014, an estimated $3.45M.
  • CI Investments Inc first reported a position in KB Financial Group in Q2 2013 and held it in 3 quarters.
  • CI Investments Inc's KB Financial Group position peaked at $5.31M in Q3 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2014.

Based on CI Investments Inc's 13F filing for Q1 2014, filed 6 May 2014.