LSAG
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Lake Street Advisors Group’s KB Financial Group KB Stock Holding History

Lake Street Advisors Group’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
Q3 		– Sell
-4,617
Closed -$215K – 272
2018
Q2 		$215K Hold
4,617
– – 0.02% 297
2018
Q1 		$268K Sell
4,617
-110
-2% -$6.6K 0.03% 228
2017
Q4 		$277K Buy
+4,727
New +$251K 0.03% 239

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Lake Street Advisors Group's KB Position: Q3 2018 in Review

Lake Street Advisors Group sold out of KB Financial Group (KB) in Q3 2018, closing a stake of 4,617 shares — an estimated $215K sold.

Lake Street Advisors Group first reported a position in KB in Q4 2017 and held it in 3 quarters. The position peaked at $277K in Q4 2017. 140 funds tracked by Wall St. Rank hold KB as of Q3 2018.

  • Lake Street Advisors Group reported no remaining KB Financial Group position as of Q3 2018 after selling out during the quarter.
  • Lake Street Advisors Group sold 4,617 KB Financial Group shares in Q3 2018, an estimated $215K.
  • Lake Street Advisors Group first reported a position in KB Financial Group in Q4 2017 and held it in 3 quarters.
  • Lake Street Advisors Group's KB Financial Group position peaked at $277K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2018.

Based on Lake Street Advisors Group's 13F filing for Q3 2018, filed 14 Nov 2018.