FFG
KB icon

Fortem Financial Group’s KB Financial Group KB Stock Holding History

Fortem Financial Group’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
2019
Q1 		– Sell
-5,000
Closed -$210K – 144
2018
Q4 		$210K Buy
+5,000
New +$219K 0.25% 98

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Fortem Financial Group's KB Position: Q1 2019 in Review

Fortem Financial Group sold out of KB Financial Group (KB) in Q1 2019, closing a stake of 5,000 shares — an estimated $210K sold.

Fortem Financial Group first reported a position in KB in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 141 funds tracked by Wall St. Rank hold KB as of Q1 2019.

  • Fortem Financial Group reported no remaining KB Financial Group position as of Q1 2019 after selling out during the quarter.
  • Fortem Financial Group sold 5,000 KB Financial Group shares in Q1 2019, an estimated $210K.
  • Fortem Financial Group first reported a position in KB Financial Group in Q4 2018 and held it in 1 quarter.
  • Fortem Financial Group's KB Financial Group position peaked at $210K in Q4 2018.
  • 141 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2019.

Based on Fortem Financial Group's 13F filing for Q1 2019, filed 13 May 2019.