Hemenway Trust Hemenway Trust’s KB Financial Group KB Stock Holding History

Hemenway Trust Hemenway Trust’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
2016 Q1	–	Sell	-8,614	Closed	-$240K	–	147
2015 Q4	$240K	Hold	8,614	–	–	0.06%	137
2015 Q3	$253K	Hold	8,614	–	–	0.07%	138
2015 Q2	$283K	Hold	8,614	–	–	0.07%	144
2015 Q1	$303K	Hold	8,614	–	–	0.08%	134
2014 Q4	$281K	Hold	8,614	–	–	0.08%	113
2014 Q3	$312K	Hold	8,614	–	–	0.1%	110
2014 Q2	$299K	Hold	8,614	–	–	0.09%	118
2014 Q1	$303K	Hold	8,614	–	–	0.1%	112
2013 Q4	$349K	Hold	8,614	–	–	0.11%	104
2013 Q3	$302K	Hold	8,614	–	–	0.11%	95
2013 Q2	$255K	Buy	+8,614	New	+$276K	0.11%	90

Other funds holding KB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MIM

Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Hemenway Trust Hemenway Trust's KB Position: Q1 2016 in Review

Hemenway Trust Hemenway Trust sold out of KB Financial Group (KB) in Q1 2016, closing a stake of 8,614 shares — an estimated $240K sold.

Hemenway Trust Hemenway Trust first reported a position in KB in Q2 2013 and held it in 11 quarters. The position peaked at $349K in Q4 2013. 97 funds tracked by Wall St. Rank hold KB as of Q1 2016.

Hemenway Trust Hemenway Trust reported no remaining KB Financial Group position as of Q1 2016 after selling out during the quarter.
Hemenway Trust Hemenway Trust sold 8,614 KB Financial Group shares in Q1 2016, an estimated $240K.
Hemenway Trust Hemenway Trust first reported a position in KB Financial Group in Q2 2013 and held it in 11 quarters.
Hemenway Trust Hemenway Trust's KB Financial Group position peaked at $349K in Q4 2013.
97 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2016.

Based on Hemenway Trust Hemenway Trust's 13F filing for Q1 2016, filed 27 May 2016.