MWA
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Marshall Wace Asia’s KB Financial Group KB Stock Holding History

Marshall Wace Asia’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
2020
Q1 		– Sell
-4,506
Closed -$186K – 157
2019
Q4 		$186K Buy
4,506
+742
+20% +$28.4K ﹤0.01% 106
2019
Q3 		$134K Buy
+3,764
New +$133K ﹤0.01% 125

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Marshall Wace Asia's KB Position: Q1 2020 in Review

Marshall Wace Asia sold out of KB Financial Group (KB) in Q1 2020, closing a stake of 4,506 shares — an estimated $186K sold.

Marshall Wace Asia first reported a position in KB in Q3 2019 and held it in 2 quarters. The position peaked at $186K in Q4 2019. 124 funds tracked by Wall St. Rank hold KB as of Q1 2020.

  • Marshall Wace Asia reported no remaining KB Financial Group position as of Q1 2020 after selling out during the quarter.
  • Marshall Wace Asia sold 4,506 KB Financial Group shares in Q1 2020, an estimated $186K.
  • Marshall Wace Asia first reported a position in KB Financial Group in Q3 2019 and held it in 2 quarters.
  • Marshall Wace Asia's KB Financial Group position peaked at $186K in Q4 2019.
  • 124 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2020.

Based on Marshall Wace Asia's 13F filing for Q1 2020, filed 15 May 2020.