Lord, Abbett & Co
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Lord, Abbett & Co’s KB Financial Group KB Stock Holding History

Lord, Abbett & Co’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
2014
Q2 		– Sell
-138,490
Closed -$4.87M – 1040
2014
Q1 		$4.87M Sell
138,490
-12,781
-8% -$453K 0.01% 796
2013
Q4 		$6.13M Sell
151,271
-9,641
-6% -$363K 0.01% 787
2013
Q3 		$5.63M Sell
160,912
-8,104
-5% -$262K 0.01% 769
2013
Q2 		$5.01M Buy
+169,016
New +$5.41M 0.01% 804

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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Lord, Abbett & Co's KB Position: Q2 2014 in Review

Lord, Abbett & Co sold out of KB Financial Group (KB) in Q2 2014, closing a stake of 138,490 shares — an estimated $4.87M sold.

Lord, Abbett & Co first reported a position in KB in Q2 2013 and held it in 4 quarters. The position peaked at $6.13M in Q4 2013. 93 funds tracked by Wall St. Rank hold KB as of Q2 2014.

  • Lord, Abbett & Co reported no remaining KB Financial Group position as of Q2 2014 after selling out during the quarter.
  • Lord, Abbett & Co sold 138,490 KB Financial Group shares in Q2 2014, an estimated $4.87M.
  • Lord, Abbett & Co first reported a position in KB Financial Group in Q2 2013 and held it in 4 quarters.
  • Lord, Abbett & Co's KB Financial Group position peaked at $6.13M in Q4 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2014.

Based on Lord, Abbett & Co's 13F filing for Q2 2014, filed 14 Aug 2014.