Placemark Investments’s KB Financial Group KB Stock Holding History

Placemark Investments’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 Q4	$661K	Sell	20,232 -10,954	-35%	-$393K	0.01%	1064
2014 Q3	$1.13M	Sell	31,186 -3,289	-10%	-$125K	0.02%	801
2014 Q2	$1.2M	Sell	34,475 -4,665	-12%	-$162K	0.02%	790
2014 Q1	$1.38M	Sell	39,140 -5,243	-12%	-$186K	0.03%	670
2013 Q4	$1.8M	Buy	44,383 +10,155	+30%	+$383K	0.03%	607
2013 Q3	$1.2M	Buy	34,228 +6,825	+25%	+$221K	0.02%	715
2013 Q2	$812K	Buy	+27,403	New	+$877K	0.02%	829

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

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

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

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Placemark Investments's KB Position: Q4 2014 in Review

Placemark Investments reduced its KB Financial Group (KB) stake by 35% in Q4 2014, selling an estimated $393K and leaving 20,232 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #1064.

Placemark Investments first reported a position in KB in Q2 2013 and has held it in 7 quarters since. The position peaked at $1.8M in Q4 2013. 95 funds tracked by Wall St. Rank hold KB as of Q4 2014.

Placemark Investments held 20,232 shares of KB Financial Group worth $661K as of Q4 2014.
Placemark Investments sold 10,954 KB Financial Group shares in Q4 2014, an estimated $393K.
KB Financial Group made up 0.01% of Placemark Investments's portfolio in Q4 2014, its #1064 holding.
Placemark Investments first reported a position in KB Financial Group in Q2 2013 and has held it in 7 quarters since.
Placemark Investments's KB Financial Group position peaked at $1.8M in Q4 2013.
95 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.