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Moody National Bank Trust Division’s KB Financial Group KB Stock Holding History

Moody National Bank Trust Division’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
2019
Q2 		– Sell
-750
Closed -$28K – 679
2019
Q1 		$28K Hold
750
– – ﹤0.01% 486
2018
Q4 		$31K Hold
750
– – ﹤0.01% 432
2018
Q3 		$36K Buy
+750
New +$35K ﹤0.01% 389

Other funds holding KB

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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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

Moody National Bank Trust Division's KB Position: Q2 2019 in Review

Moody National Bank Trust Division sold out of KB Financial Group (KB) in Q2 2019, closing a stake of 750 shares — an estimated $28K sold.

Moody National Bank Trust Division first reported a position in KB in Q3 2018 and held it in 3 quarters. The position peaked at $36K in Q3 2018. 142 funds tracked by Wall St. Rank hold KB as of Q2 2019.

  • Moody National Bank Trust Division reported no remaining KB Financial Group position as of Q2 2019 after selling out during the quarter.
  • Moody National Bank Trust Division sold 750 KB Financial Group shares in Q2 2019, an estimated $28K.
  • Moody National Bank Trust Division first reported a position in KB Financial Group in Q3 2018 and held it in 3 quarters.
  • Moody National Bank Trust Division's KB Financial Group position peaked at $36K in Q3 2018.
  • 142 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2019.

Based on Moody National Bank Trust Division's 13F filing for Q2 2019, filed 22 Jul 2019.