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One Wealth Advisors’s KB Financial Group KB Stock Holding History

One Wealth 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
2018
Q4 		– Sell
-40
Closed -$2K – 294
2018
Q3 		$2K Hold
40
– – ﹤0.01% 512
2018
Q2 		$2K Sell
40
-62
-61% -$3.27K ﹤0.01% 509
2018
Q1 		$6K Hold
102
– – 0.01% 351
2017
Q4 		$6K Buy
+102
New +$5.42K ﹤0.01% 387

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
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

One Wealth Advisors's KB Position: Q4 2018 in Review

One Wealth Advisors sold out of KB Financial Group (KB) in Q4 2018, closing a stake of 40 shares — an estimated $2K sold.

One Wealth Advisors first reported a position in KB in Q4 2017 and held it in 4 quarters. The position peaked at $6K in Q1 2018. 151 funds tracked by Wall St. Rank hold KB as of Q4 2018.

  • One Wealth Advisors reported no remaining KB Financial Group position as of Q4 2018 after selling out during the quarter.
  • One Wealth Advisors sold 40 KB Financial Group shares in Q4 2018, an estimated $2K.
  • One Wealth Advisors first reported a position in KB Financial Group in Q4 2017 and held it in 4 quarters.
  • One Wealth Advisors's KB Financial Group position peaked at $6K in Q1 2018.
  • 151 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.