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Cynosure Advisors’s KB Financial Group KB Stock Holding History

Cynosure Advisors’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
Q3 		– Sell
-8,507
Closed -$395K – 111
2018
Q2 		$395K Buy
8,507
+2,560
+43% +$135K 0.11% 144
2018
Q1 		$345K Buy
+5,947
New +$357K 0.09% 158

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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Cynosure Advisors's KB Position: Q3 2018 in Review

Cynosure Advisors sold out of KB Financial Group (KB) in Q3 2018, closing a stake of 8,507 shares — an estimated $395K sold.

Cynosure Advisors first reported a position in KB in Q1 2018 and held it in 2 quarters. The position peaked at $395K in Q2 2018. 140 funds tracked by Wall St. Rank hold KB as of Q3 2018.

  • Cynosure Advisors reported no remaining KB Financial Group position as of Q3 2018 after selling out during the quarter.
  • Cynosure Advisors sold 8,507 KB Financial Group shares in Q3 2018, an estimated $395K.
  • Cynosure Advisors first reported a position in KB Financial Group in Q1 2018 and held it in 2 quarters.
  • Cynosure Advisors's KB Financial Group position peaked at $395K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2018.

Based on Cynosure Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.