Lenox Wealth Advisors’s KB Financial Group KB Stock Holding History

Lenox Wealth 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 Q2	–	Sell	-27	Closed	-$1K	–	238
2016 Q1	$1K	Hold	27	–	–	﹤0.01%	237
2015 Q4	$1K	Hold	27	–	–	﹤0.01%	403
2015 Q3	$1K	Buy	+27	New	+$818	﹤0.01%	383

Other funds holding KB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Lenox Wealth Advisors's KB Position: Q2 2016 in Review

Lenox Wealth Advisors sold out of KB Financial Group (KB) in Q2 2016, closing a stake of 27 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in KB in Q3 2015 and held it in 3 quarters. The position peaked at $1K in Q1 2016. 96 funds tracked by Wall St. Rank hold KB as of Q2 2016.

Lenox Wealth Advisors reported no remaining KB Financial Group position as of Q2 2016 after selling out during the quarter.
Lenox Wealth Advisors sold 27 KB Financial Group shares in Q2 2016, an estimated $1K.
Lenox Wealth Advisors first reported a position in KB Financial Group in Q3 2015 and held it in 3 quarters.
Lenox Wealth Advisors's KB Financial Group position peaked at $1K in Q1 2016.
96 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2016.

Based on Lenox Wealth Advisors's 13F filing for Q2 2016, filed 11 Jul 2016.