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Gratry & Company’s KB Financial Group KB Stock Holding History

Gratry & Company’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
Q1 		$1.17M Sell
20,142
-1,413
-7% -$84.8K 1.62% 29
2017
Q4 		$1.26M Sell
21,555
-1,305
-6% -$69.3K 1.52% 28
2017
Q3 		$1.12M Sell
22,860
-1,912
-8% -$95.4K 1.37% 30
2017
Q2 		$1.25M Sell
24,772
-1,601
-6% -$74.5K 1.54% 28
2017
Q1 		$1.16M Buy
26,373
+17,315
+191% +$713K 1.42% 29
2016
Q4 		$320K Buy
9,058
+2,593
+40% +$93.3K 0.28% 49
2016
Q3 		$221K Buy
+6,465
New +$212K 0.17% 70

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Gratry & Company's KB Position: Q1 2018 in Review

Gratry & Company reduced its KB Financial Group (KB) stake by 6.6% in Q1 2018, selling an estimated $84.8K and leaving 20,142 shares worth $1.17M. The position accounts for 1.62% of the portfolio, ranked #29.

Gratry & Company first reported a position in KB in Q3 2016 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2017. 159 funds tracked by Wall St. Rank hold KB as of Q1 2018.

  • Gratry & Company held 20,142 shares of KB Financial Group worth $1.17M as of Q1 2018.
  • Gratry & Company sold 1,413 KB Financial Group shares in Q1 2018, an estimated $84.8K.
  • KB Financial Group made up 1.62% of Gratry & Company's portfolio in Q1 2018, its #29 holding.
  • Gratry & Company first reported a position in KB Financial Group in Q3 2016 and has held it in 7 quarters since.
  • Gratry & Company's KB Financial Group position peaked at $1.26M in Q4 2017.
  • 159 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2018.

Based on Gratry & Company's 13F filing for Q1 2018, filed 23 Apr 2018.