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Integrated Wealth Management (Palm Desert)’s KB Financial Group KB Stock Holding History

Integrated Wealth Management (Palm Desert)’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
-10
Closed – – 1258
2015
Q4 		$0 Hold
10
– – ﹤0.01% 1340
2015
Q3 		$0 Hold
10
– – ﹤0.01% 1339
2015
Q2 		$0 Hold
10
– – ﹤0.01% 1399
2015
Q1 		$0 Buy
+10
New +$341 ﹤0.01% 1321

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KB Position: Q1 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of KB Financial Group (KB) in Q1 2016, closing a stake of 10 shares.

Integrated Wealth Management (Palm Desert) first reported a position in KB in Q1 2015 and held it in 4 quarters. The position peaked at $0 in Q4 2015. 97 funds tracked by Wall St. Rank hold KB as of Q1 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining KB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 10 KB Financial Group shares in Q1 2016.
  • Integrated Wealth Management (Palm Desert) first reported a position in KB Financial Group in Q1 2015 and held it in 4 quarters.
  • Integrated Wealth Management (Palm Desert)'s KB Financial Group position peaked at $0 in Q4 2015.
  • 97 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2016, filed 22 Apr 2016.