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Philadelphia International Advisors’s KB Financial Group KB Stock Holding History

Philadelphia International 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
Q1 		$3.98M Sell
113,261
-13,617
-11% -$465K 1.66% 31
2014
Q4 		$4.14M Sell
126,878
-8,547
-6% -$307K 1.23% 45
2014
Q3 		$4.91M Buy
+135,425
New +$5.16M 1.26% 46

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.72B AUM 7.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Vanguard Group
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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Philadelphia International Advisors's KB Position: Q1 2015 in Review

Philadelphia International Advisors reduced its KB Financial Group (KB) stake by 11% in Q1 2015, selling an estimated $465K and leaving 113,261 shares worth $3.98M. The position accounts for 1.66% of the portfolio, ranked #31.

Philadelphia International Advisors first reported a position in KB in Q3 2014 and has held it in 3 quarters since. The position peaked at $4.91M in Q3 2014. 98 funds tracked by Wall St. Rank hold KB as of Q1 2015.

  • Philadelphia International Advisors held 113,261 shares of KB Financial Group worth $3.98M as of Q1 2015.
  • Philadelphia International Advisors sold 13,617 KB Financial Group shares in Q1 2015, an estimated $465K.
  • KB Financial Group made up 1.66% of Philadelphia International Advisors's portfolio in Q1 2015, its #31 holding.
  • Philadelphia International Advisors first reported a position in KB Financial Group in Q3 2014 and has held it in 3 quarters since.
  • Philadelphia International Advisors's KB Financial Group position peaked at $4.91M in Q3 2014.
  • 98 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2015.

Based on Philadelphia International Advisors's 13F filing for Q1 2015, filed 29 Apr 2015.