CPP
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Crow Point Partners’s KB Financial Group KB Stock Holding History

Crow Point Partners’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 		– Sell
-2,382
Closed -$106K – 252
2017
Q1 		$106K Buy
2,382
+523
+28% +$21.5K 0.02% 179
2016
Q4 		$66K Sell
1,859
-2,976
-62% -$107K 0.01% 185
2016
Q3 		$165K Buy
+4,835
New +$158K 0.03% 174

Other funds holding KB

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AP
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
AG
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

Crow Point Partners's KB Position: Q2 2017 in Review

Crow Point Partners sold out of KB Financial Group (KB) in Q2 2017, closing a stake of 2,382 shares — an estimated $106K sold.

Crow Point Partners first reported a position in KB in Q3 2016 and held it in 3 quarters. The position peaked at $165K in Q3 2016. 123 funds tracked by Wall St. Rank hold KB as of Q2 2017.

  • Crow Point Partners reported no remaining KB Financial Group position as of Q2 2017 after selling out during the quarter.
  • Crow Point Partners sold 2,382 KB Financial Group shares in Q2 2017, an estimated $106K.
  • Crow Point Partners first reported a position in KB Financial Group in Q3 2016 and held it in 3 quarters.
  • Crow Point Partners's KB Financial Group position peaked at $165K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2017.

Based on Crow Point Partners's 13F filing for Q2 2017, filed 17 Jul 2017.