IPC
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Independent Portfolio Consultants’s KB Financial Group KB Stock Holding History

Independent Portfolio Consultants’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
2014
Q4 		– Sell
-80
Closed -$2.87K – 834
2014
Q3 		$3K Sell
80
-1,200
-94% -$45.7K ﹤0.01% 804
2014
Q2 		$44K Buy
+1,280
New +$44.5K 0.01% 655

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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Independent Portfolio Consultants's KB Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of KB Financial Group (KB) in Q4 2014, closing a stake of 80 shares — an estimated $2.87K sold.

Independent Portfolio Consultants first reported a position in KB in Q2 2014 and held it in 2 quarters. The position peaked at $44K in Q2 2014. 95 funds tracked by Wall St. Rank hold KB as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining KB Financial Group position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 80 KB Financial Group shares in Q4 2014, an estimated $2.87K.
  • Independent Portfolio Consultants first reported a position in KB Financial Group in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's KB Financial Group position peaked at $44K in Q2 2014.
  • 95 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.