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Princeton Alpha Management’s KB Financial Group KB Stock Holding History

Princeton Alpha Management’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
2016
Q1 		– Sell
-14,692
Closed -$409K – 821
2015
Q4 		$409K Buy
14,692
+4,696
+47% +$142K 0.07% 400
2015
Q3 		$294K Buy
9,996
+1,189
+14% +$36K 0.06% 477
2015
Q2 		$289K Buy
+8,807
New +$318K 0.06% 464

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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Princeton Alpha Management's KB Position: Q1 2016 in Review

Princeton Alpha Management sold out of KB Financial Group (KB) in Q1 2016, closing a stake of 14,692 shares — an estimated $409K sold.

Princeton Alpha Management first reported a position in KB in Q2 2015 and held it in 3 quarters. The position peaked at $409K in Q4 2015. 97 funds tracked by Wall St. Rank hold KB as of Q1 2016.

  • Princeton Alpha Management reported no remaining KB Financial Group position as of Q1 2016 after selling out during the quarter.
  • Princeton Alpha Management sold 14,692 KB Financial Group shares in Q1 2016, an estimated $409K.
  • Princeton Alpha Management first reported a position in KB Financial Group in Q2 2015 and held it in 3 quarters.
  • Princeton Alpha Management's KB Financial Group position peaked at $409K in Q4 2015.
  • 97 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2016.

Based on Princeton Alpha Management's 13F filing for Q1 2016, filed 5 May 2016.