MFW
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Mosaic Family Wealth’s KB Financial Group KB Stock Holding History

Mosaic Family Wealth’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
2017
Q4 		– Sell
-922
Closed -$45K – 806
2017
Q3 		$45K Sell
922
-39
-4% -$1.95K 0.02% 349
2017
Q2 		$49K Sell
961
-4
-0.4% -$186 0.02% 328
2017
Q1 		$42K Hold
965
– – 0.02% 347
2016
Q4 		$34K Hold
965
– – 0.02% 366
2016
Q3 		$33K Hold
965
– – 0.02% 379
2016
Q2 		$28K Hold
965
– – 0.01% 403
2016
Q1 		$26K Hold
965
– – 0.01% 404
2015
Q4 		$26K Buy
+965
New +$29.2K 0.01% 411

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mosaic Family Wealth's KB Position: Q4 2017 in Review

Mosaic Family Wealth sold out of KB Financial Group (KB) in Q4 2017, closing a stake of 922 shares — an estimated $45K sold.

Mosaic Family Wealth first reported a position in KB in Q4 2015 and held it in 8 quarters. The position peaked at $49K in Q2 2017. 155 funds tracked by Wall St. Rank hold KB as of Q4 2017.

  • Mosaic Family Wealth reported no remaining KB Financial Group position as of Q4 2017 after selling out during the quarter.
  • Mosaic Family Wealth sold 922 KB Financial Group shares in Q4 2017, an estimated $45K.
  • Mosaic Family Wealth first reported a position in KB Financial Group in Q4 2015 and held it in 8 quarters.
  • Mosaic Family Wealth's KB Financial Group position peaked at $49K in Q2 2017.
  • 155 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2017.

Based on Mosaic Family Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.