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Navellier & Associates’s KB Financial Group KB Stock Holding History

Navellier & Associates’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
2018
Q2 		– Sell
-2,584
Closed -$150K – 322
2018
Q1 		$150K Buy
2,584
+168
+7% +$10.1K 0.02% 274
2017
Q4 		$141K Buy
2,416
+491
+26% +$26.1K 0.03% 262
2017
Q3 		$94K Buy
1,925
+1,811
+1,589% +$90.3K 0.02% 215
2017
Q2 		$6K Buy
+114
New +$5.3K ﹤0.01% 293
2016
Q4 		– Sell
-210
Closed -$7K – 302
2016
Q3 		$7K Buy
+210
New +$6.88K ﹤0.01% 253

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Navellier & Associates's KB Position: Q2 2018 in Review

Navellier & Associates sold out of KB Financial Group (KB) in Q2 2018, closing a stake of 2,584 shares — an estimated $150K sold.

Navellier & Associates first reported a position in KB in Q3 2016 and held it in 5 quarters. The position peaked at $150K in Q1 2018. 156 funds tracked by Wall St. Rank hold KB as of Q2 2018.

  • Navellier & Associates reported no remaining KB Financial Group position as of Q2 2018 after selling out during the quarter.
  • Navellier & Associates sold 2,584 KB Financial Group shares in Q2 2018, an estimated $150K.
  • Navellier & Associates first reported a position in KB Financial Group in Q3 2016 and held it in 5 quarters.
  • Navellier & Associates's KB Financial Group position peaked at $150K in Q1 2018.
  • 156 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2018.

Based on Navellier & Associates's 13F filing for Q2 2018, filed 6 Aug 2018.