Hexavest’s KB Financial Group KB Stock Holding History

Hexavest’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
2020 Q2	–	Sell	-1,403	Closed	-$38K	–	436
2020 Q1	$38K	Hold	1,403	–	–	﹤0.01%	333
2019 Q4	$58K	Hold	1,403	–	–	﹤0.01%	325
2019 Q3	$50K	Hold	1,403	–	–	﹤0.01%	331
2019 Q2	$55K	Hold	1,403	–	–	﹤0.01%	331
2019 Q1	$52K	Hold	1,403	–	–	﹤0.01%	322
2018 Q4	$59K	Buy	+1,403	New	+$61.4K	﹤0.01%	288
2018 Q2	–	Sell	-35,609	Closed	-$2.06M	–	464
2018 Q1	$2.06M	Sell	35,609 -622	-2%	-$37.3K	0.03%	220
2017 Q4	$2.12M	Hold	36,231	–	–	0.02%	229
2017 Q3	$1.78M	Buy	36,231 +445	+1%	+$22.2K	0.02%	237
2017 Q2	$1.81M	Buy	35,786 +35,609	+20,118%	+$1.66M	0.02%	235
2017 Q1	$8K	Sell	177 -155	-47%	-$6.38K	﹤0.01%	465
2016 Q4	$12K	Buy	+332	New	+$11.9K	﹤0.01%	457
2014 Q3	–	Sell	-903	Closed	-$31K	–	471
2014 Q2	$31K	Hold	903	–	–	﹤0.01%	394
2014 Q1	$32K	Sell	903 -60,826	-99%	-$2.15M	﹤0.01%	385
2013 Q4	$2.5M	Hold	61,729	–	–	0.04%	207
2013 Q3	$2.16M	Buy	61,729 +6,300	+11%	+$204K	0.03%	225
2013 Q2	$1.64M	Buy	+55,429	New	+$1.77M	0.03%	217

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return