FGC
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Financial Gravity Companies’s KB Financial Group KB Stock Holding History

Financial Gravity Companies’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
Q4 		$145K Buy
+3,386
New +$148K 0.13% 164
2018
Q1 		$64K Sell
1,157
-418
-27% -$25.1K 0.07% 255
2017
Q4 		$99K Buy
+1,575
New +$83.6K 0.11% 177

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Northern Trust
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TSAM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Gravity Companies's KB Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in KB Financial Group (KB) in Q4 2018: 3,386 shares worth $145K. The stake represents 0.13% of the portfolio and ranks #164 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in KB as recently as Q1 2018.

Financial Gravity Companies first reported a position in KB in Q4 2017 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold KB as of Q4 2018.

  • Financial Gravity Companies held 3,386 shares of KB Financial Group worth $145K as of Q4 2018.
  • KB Financial Group was a new Financial Gravity Companies position in Q4 2018.
  • KB Financial Group made up 0.13% of Financial Gravity Companies's portfolio in Q4 2018, its #164 holding.
  • Financial Gravity Companies first reported a position in KB Financial Group in Q4 2017 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.