RHBC
KB icon

R.H. Bluestein & Co’s KB Financial Group KB Stock Holding History

R.H. Bluestein & Co’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
Q1 		– Sell
-5,538
Closed -$224K – 367
2013
Q4 		$224K Buy
+5,538
New +$209K 0.01% 321

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

R.H. Bluestein & Co's KB Position: Q1 2014 in Review

R.H. Bluestein & Co sold out of KB Financial Group (KB) in Q1 2014, closing a stake of 5,538 shares — an estimated $224K sold.

R.H. Bluestein & Co first reported a position in KB in Q4 2013 and held it in 1 quarter. The position peaked at $224K in Q4 2013. 93 funds tracked by Wall St. Rank hold KB as of Q1 2014.

  • R.H. Bluestein & Co reported no remaining KB Financial Group position as of Q1 2014 after selling out during the quarter.
  • R.H. Bluestein & Co sold 5,538 KB Financial Group shares in Q1 2014, an estimated $224K.
  • R.H. Bluestein & Co first reported a position in KB Financial Group in Q4 2013 and held it in 1 quarter.
  • R.H. Bluestein & Co's KB Financial Group position peaked at $224K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2014.

Based on R.H. Bluestein & Co's 13F filing for Q1 2014, filed 13 May 2014.