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JNBA Financial Advisors’s KB Financial Group KB Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-4,034
Closed -$138K – 920
2016
Q3 		$138K Buy
+4,034
New +$132K 0.02% 289

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Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
AGA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

JNBA Financial Advisors's KB Position: Q4 2016 in Review

JNBA Financial Advisors sold out of KB Financial Group (KB) in Q4 2016, closing a stake of 4,034 shares — an estimated $138K sold.

JNBA Financial Advisors first reported a position in KB in Q3 2016 and held it in 1 quarter. The position peaked at $138K in Q3 2016. 118 funds tracked by Wall St. Rank hold KB as of Q4 2016.

  • JNBA Financial Advisors reported no remaining KB Financial Group position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 4,034 KB Financial Group shares in Q4 2016, an estimated $138K.
  • JNBA Financial Advisors first reported a position in KB Financial Group in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's KB Financial Group position peaked at $138K in Q3 2016.
  • 118 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.