Next Financial Group’s KB Financial Group KB Stock Holding History

Next Financial Group’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
2014 Q4	–	Sell	-12	Closed	–	–	2129
2014 Q3	$0	Buy	+12	New	+$457	﹤0.01%	2536

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

AGA

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

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

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

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

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

MIM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Next Financial Group's KB Position: Q4 2014 in Review

Next Financial Group sold out of KB Financial Group (KB) in Q4 2014, closing a stake of 12 shares.

Next Financial Group first reported a position in KB in Q3 2014 and held it in 1 quarter. The position peaked at $0 in Q3 2014. 95 funds tracked by Wall St. Rank hold KB as of Q4 2014.

Next Financial Group reported no remaining KB Financial Group position as of Q4 2014 after selling out during the quarter.
Next Financial Group sold 12 KB Financial Group shares in Q4 2014.
Next Financial Group first reported a position in KB Financial Group in Q3 2014 and held it in 1 quarter.
Next Financial Group's KB Financial Group position peaked at $0 in Q3 2014.
95 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.