EWM
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Evercore Wealth Management’s KB Financial Group KB Stock Holding History

Evercore Wealth Management’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
2013
Q4 		– Sell
-196
Closed -$7K – 923
2013
Q3 		$7K Buy
+196
New +$6.35K ﹤0.01% 801

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 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

Evercore Wealth Management's KB Position: Q4 2013 in Review

Evercore Wealth Management sold out of KB Financial Group (KB) in Q4 2013, closing a stake of 196 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in KB in Q3 2013 and held it in 1 quarter. The position peaked at $7K in Q3 2013. 115 funds tracked by Wall St. Rank hold KB as of Q4 2013.

  • Evercore Wealth Management reported no remaining KB Financial Group position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 196 KB Financial Group shares in Q4 2013, an estimated $7K.
  • Evercore Wealth Management first reported a position in KB Financial Group in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's KB Financial Group position peaked at $7K in Q3 2013.
  • 115 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.