PAS
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Partnervest Advisory Services’s KB Financial Group KB Stock Holding History

Partnervest Advisory Services’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
Q3 		– Sell
-76
Closed -$3K – 499
2014
Q2 		$3K Hold
76
– – ﹤0.01% 939
2014
Q1 		$3K Hold
76
– – ﹤0.01% 912
2013
Q4 		$3K Sell
76
-5
-6% -$189 ﹤0.01% 882
2013
Q3 		$3K Sell
81
-2
-2% -$65 ﹤0.01% 894
2013
Q2 		$2K Buy
+83
New +$2.65K ﹤0.01% 875

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TGI
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Vanguard Group
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AGA
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Partnervest Advisory Services's KB Position: Q3 2014 in Review

Partnervest Advisory Services sold out of KB Financial Group (KB) in Q3 2014, closing a stake of 76 shares — an estimated $3K sold.

Partnervest Advisory Services first reported a position in KB in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 94 funds tracked by Wall St. Rank hold KB as of Q3 2014.

  • Partnervest Advisory Services reported no remaining KB Financial Group position as of Q3 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 76 KB Financial Group shares in Q3 2014, an estimated $3K.
  • Partnervest Advisory Services first reported a position in KB Financial Group in Q2 2013 and held it in 5 quarters.
  • Partnervest Advisory Services's KB Financial Group position peaked at $3K in Q2 2014.
  • 94 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.