FWM
KBH icon

Focused Wealth Management’s KB Home KBH Stock Holding History

Focused Wealth Management’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-63
Closed -$1K – 687
2014
Q4 		$1K Hold
63
– – ﹤0.01% 621
2014
Q3 		$1K Hold
63
– – ﹤0.01% 643
2014
Q2 		$1K Hold
63
– – ﹤0.01% 631
2014
Q1 		$1K Hold
63
– – ﹤0.01% 596
2013
Q4 		$1K Hold
63
– – ﹤0.01% 591
2013
Q3 		$1K Buy
+63
New +$1.1K ﹤0.01% 561

Other funds holding KBH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TG
TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Focused Wealth Management's KBH Position: Q1 2015 in Review

Focused Wealth Management sold out of KB Home (KBH) in Q1 2015, closing a stake of 63 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in KBH in Q3 2013 and held it in 6 quarters. The position peaked at $1K in Q4 2014. 188 funds tracked by Wall St. Rank hold KBH as of Q1 2015.

  • Focused Wealth Management reported no remaining KB Home position as of Q1 2015 after selling out during the quarter.
  • Focused Wealth Management sold 63 KB Home shares in Q1 2015, an estimated $1K.
  • Focused Wealth Management first reported a position in KB Home in Q3 2013 and held it in 6 quarters.
  • Focused Wealth Management's KB Home position peaked at $1K in Q4 2014.
  • 188 funds tracked by Wall St. Rank held KB Home as of Q1 2015.

Based on Focused Wealth Management's 13F filing for Q1 2015, filed 7 May 2015.