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First Personal Financial Services’s KB Financial Group KB Stock Holding History

First Personal Financial Services’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
Q2 		– Sell
-148
Closed -$9K – 810
2018
Q1 		$9K Sell
148
-3
-2% -$180 ﹤0.01% 810
2017
Q4 		$9K Buy
+151
New +$8.02K ﹤0.01% 807
2015
Q2 		– Sell
-36
Closed -$2K – 500
2015
Q1 		$2K Hold
36
– – ﹤0.01% 443
2014
Q4 		$1K Buy
+36
New +$1.29K ﹤0.01% 422

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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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 $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

First Personal Financial Services's KB Position: Q2 2018 in Review

First Personal Financial Services sold out of KB Financial Group (KB) in Q2 2018, closing a stake of 148 shares — an estimated $9K sold.

First Personal Financial Services first reported a position in KB in Q4 2014 and held it in 4 quarters. The position peaked at $9K in Q1 2018. 156 funds tracked by Wall St. Rank hold KB as of Q2 2018.

  • First Personal Financial Services reported no remaining KB Financial Group position as of Q2 2018 after selling out during the quarter.
  • First Personal Financial Services sold 148 KB Financial Group shares in Q2 2018, an estimated $9K.
  • First Personal Financial Services first reported a position in KB Financial Group in Q4 2014 and held it in 4 quarters.
  • First Personal Financial Services's KB Financial Group position peaked at $9K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2018.

Based on First Personal Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.