Edmond de Rothschild (Suisse)’s KB Financial Group KB Stock Holding History

Edmond de Rothschild (Suisse)’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
2016 Q3	$44K	Hold	1,300	–	–	0.01%	336
2016 Q2	$37K	Hold	1,300	–	–	0.01%	314
2016 Q1	$36K	Hold	1,300	–	–	0.01%	287
2015 Q4	$36K	Sell	1,300 -1,300	-50%	-$39.3K	0.01%	284
2015 Q3	$76K	Hold	2,600	–	–	0.03%	231
2015 Q2	$85K	Buy	+2,600	New	+$93.8K	0.03%	235

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 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

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

MIM

Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Edmond de Rothschild (Suisse)'s KB Position: Q3 2016 in Review

Edmond de Rothschild (Suisse) held its KB Financial Group (KB) position steady in Q3 2016 at 1,300 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #336.

Edmond de Rothschild (Suisse) first reported a position in KB in Q2 2015 and has held it in 6 quarters since. The position peaked at $85K in Q2 2015. 112 funds tracked by Wall St. Rank hold KB as of Q3 2016.

Edmond de Rothschild (Suisse) held 1,300 shares of KB Financial Group worth $44K as of Q3 2016.
Edmond de Rothschild (Suisse) left its KB Financial Group share count unchanged in Q3 2016.
KB Financial Group made up 0.01% of Edmond de Rothschild (Suisse)'s portfolio in Q3 2016, its #336 holding.
Edmond de Rothschild (Suisse) first reported a position in KB Financial Group in Q2 2015 and has held it in 6 quarters since.
Edmond de Rothschild (Suisse)'s KB Financial Group position peaked at $85K in Q2 2015.
112 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2016.

Based on Edmond de Rothschild (Suisse)'s 13F filing for Q3 2016, filed 14 Nov 2016.