PWM
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PRW Wealth Management’s KB Financial Group KB Stock Holding History

PRW Wealth 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
2019
Q1 		– Sell
-1,100
Closed -$46K – 740
2018
Q4 		$46K Buy
+1,100
New +$48.1K 0.06% 141

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Lazard Asset Management
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Northern Trust
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TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PRW Wealth Management's KB Position: Q1 2019 in Review

PRW Wealth Management sold out of KB Financial Group (KB) in Q1 2019, closing a stake of 1,100 shares — an estimated $46K sold.

PRW Wealth Management first reported a position in KB in Q4 2018 and held it in 1 quarter. The position peaked at $46K in Q4 2018. 141 funds tracked by Wall St. Rank hold KB as of Q1 2019.

  • PRW Wealth Management reported no remaining KB Financial Group position as of Q1 2019 after selling out during the quarter.
  • PRW Wealth Management sold 1,100 KB Financial Group shares in Q1 2019, an estimated $46K.
  • PRW Wealth Management first reported a position in KB Financial Group in Q4 2018 and held it in 1 quarter.
  • PRW Wealth Management's KB Financial Group position peaked at $46K in Q4 2018.
  • 141 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2019.

Based on PRW Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.