MSI Financial Services’s KB Financial Group KB Stock Holding History

MSI Financial Services’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 Q4	$4K	Hold	106	–	–	﹤0.01%	3236
2016 Q3	$4K	Hold	106	–	–	﹤0.01%	3234
2016 Q2	$3K	Sell	106 -105	-50%	-$3.05K	﹤0.01%	3362
2016 Q1	$6K	Buy	211 +105	+99%	+$2.68K	﹤0.01%	3064
2015 Q4	$3K	Buy	106 +24	+29%	+$726	﹤0.01%	3306
2015 Q3	$2K	Buy	82 +67	+447%	+$2.03K	﹤0.01%	2755
2015 Q2	$0	Buy	+15	New	+$541	﹤0.01%	3169
2014 Q4	–	Sell	-15	Closed	-$1K	–	2717
2014 Q3	$1K	Hold	15	–	–	﹤0.01%	2517
2014 Q2	$1K	Buy	+15	New	+$522	﹤0.01%	2458

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

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

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

MIM

Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return

OAG

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

MSI Financial Services's KB Position: Q4 2016 in Review

MSI Financial Services held its KB Financial Group (KB) position steady in Q4 2016 at 106 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #3236.

MSI Financial Services first reported a position in KB in Q2 2014 and has held it in 9 quarters since. The position peaked at $6K in Q1 2016. 118 funds tracked by Wall St. Rank hold KB as of Q4 2016.

MSI Financial Services held 106 shares of KB Financial Group worth $4K as of Q4 2016.
MSI Financial Services left its KB Financial Group share count unchanged in Q4 2016.
KB Financial Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3236 holding.
MSI Financial Services first reported a position in KB Financial Group in Q2 2014 and has held it in 9 quarters since.
MSI Financial Services's KB Financial Group position peaked at $6K in Q1 2016.
118 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.