OFI Advisors’s KB Financial Group KB Stock Holding History

OFI Advisors’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
2015 Q3	$25K	Buy	864 +85	+11%	+$2.58K	﹤0.01%	1640
2015 Q2	$26K	Buy	779 +101	+15%	+$3.64K	﹤0.01%	1651
2015 Q1	$24K	Sell	678 -1,013	-60%	-$34.6K	﹤0.01%	1663
2014 Q4	$55K	Buy	1,691 +1,675	+10,469%	+$60.1K	﹤0.01%	1589
2014 Q3	$1K	Sell	16 -5	-24%	-$190	﹤0.01%	1719
2014 Q2	$1K	Sell	21 -4	-16%	-$139	﹤0.01%	1703
2014 Q1	$1K	Hold	25	–	–	﹤0.01%	1715
2013 Q4	$1K	Sell	25 -2	-7%	-$75	﹤0.01%	1725
2013 Q3	$1K	Sell	27 -5	-16%	-$162	﹤0.01%	1720
2013 Q2	$1K	Buy	+32	New	+$1.02K	﹤0.01%	1717

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

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

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

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

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

MIM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

OFI Advisors's KB Position: Q3 2015 in Review

OFI Advisors increased its KB Financial Group (KB) stake by 11% in Q3 2015, buying an estimated $2.58K and bringing the position to 864 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #1640.

OFI Advisors first reported a position in KB in Q2 2013 and has held it in 10 quarters since. The position peaked at $55K in Q4 2014. 100 funds tracked by Wall St. Rank hold KB as of Q3 2015.

OFI Advisors held 864 shares of KB Financial Group worth $25K as of Q3 2015.
OFI Advisors bought 85 KB Financial Group shares in Q3 2015, an estimated $2.58K.
KB Financial Group made up ﹤0.01% of OFI Advisors's portfolio in Q3 2015, its #1640 holding.
OFI Advisors first reported a position in KB Financial Group in Q2 2013 and has held it in 10 quarters since.
OFI Advisors's KB Financial Group position peaked at $55K in Q4 2014.
100 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.