NAM
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NorthCoast Asset Management’s KB Financial Group KB Stock Holding History

NorthCoast Asset Management’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
Q3 		– Sell
-36,514
Closed -$1.7M – 217
2018
Q2 		$1.7M Sell
36,514
-1,965
-5% -$104K 0.16% 96
2018
Q1 		$2.23M Buy
38,479
+5,262
+16% +$316K 0.21% 81
2017
Q4 		$1.94M Buy
33,217
+3,073
+10% +$163K 0.17% 94
2017
Q3 		$1.48M Buy
+30,144
New +$1.5M 0.17% 109

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
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
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

NorthCoast Asset Management's KB Position: Q3 2018 in Review

NorthCoast Asset Management sold out of KB Financial Group (KB) in Q3 2018, closing a stake of 36,514 shares — an estimated $1.7M sold.

NorthCoast Asset Management first reported a position in KB in Q3 2017 and held it in 4 quarters. The position peaked at $2.23M in Q1 2018. 140 funds tracked by Wall St. Rank hold KB as of Q3 2018.

  • NorthCoast Asset Management reported no remaining KB Financial Group position as of Q3 2018 after selling out during the quarter.
  • NorthCoast Asset Management sold 36,514 KB Financial Group shares in Q3 2018, an estimated $1.7M.
  • NorthCoast Asset Management first reported a position in KB Financial Group in Q3 2017 and held it in 4 quarters.
  • NorthCoast Asset Management's KB Financial Group position peaked at $2.23M in Q1 2018.
  • 140 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2018.

Based on NorthCoast Asset Management's 13F filing for Q3 2018, filed 16 Nov 2018.