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Israel Discount Bank of New York’s KB Financial Group KB Stock Holding History

Israel Discount Bank of New York’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
Q4 		– Sell
-75
Closed -$4K – 433
2018
Q3 		$4K Sell
75
-1,700
-96% -$79.3K ﹤0.01% 402
2018
Q2 		$83K Hold
1,775
– – 0.05% 157
2018
Q1 		$103K Hold
1,775
– – 0.07% 124
2017
Q4 		$104K Sell
1,775
-35
-2% -$1.86K 0.07% 120
2017
Q3 		$89K Hold
1,810
– – 0.07% 148
2017
Q2 		$91K Buy
1,810
+360
+25% +$16.8K 0.07% 138
2017
Q1 		$64K Buy
+1,450
New +$59.7K 0.05% 203

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 $552B AUM 44.19% 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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Israel Discount Bank of New York's KB Position: Q4 2018 in Review

Israel Discount Bank of New York sold out of KB Financial Group (KB) in Q4 2018, closing a stake of 75 shares — an estimated $4K sold.

Israel Discount Bank of New York first reported a position in KB in Q1 2017 and held it in 7 quarters. The position peaked at $104K in Q4 2017. 151 funds tracked by Wall St. Rank hold KB as of Q4 2018.

  • Israel Discount Bank of New York reported no remaining KB Financial Group position as of Q4 2018 after selling out during the quarter.
  • Israel Discount Bank of New York sold 75 KB Financial Group shares in Q4 2018, an estimated $4K.
  • Israel Discount Bank of New York first reported a position in KB Financial Group in Q1 2017 and held it in 7 quarters.
  • Israel Discount Bank of New York's KB Financial Group position peaked at $104K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2018.

Based on Israel Discount Bank of New York's 13F filing for Q4 2018, filed 13 Feb 2019.