Rockefeller Financial Services’s KB Financial Group KB Stock Holding History

Rockefeller Financial Services’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 Q2	–	Sell	-6,830	Closed	-$188K	–	536
2016 Q1	$188K	Hold	6,830	–	–	﹤0.01%	324
2015 Q4	$190K	Hold	6,830	–	–	﹤0.01%	343
2015 Q3	$201K	Hold	6,830	–	–	﹤0.01%	326
2015 Q2	$225K	Hold	6,830	–	–	﹤0.01%	305
2015 Q1	$240K	Hold	6,830	–	–	0.01%	309
2014 Q4	$223K	Hold	6,830	–	–	﹤0.01%	297
2014 Q3	$247K	Hold	6,830	–	–	0.01%	313
2014 Q2	$237K	Hold	6,830	–	–	0.01%	322
2014 Q1	$240K	Hold	6,830	–	–	0.01%	325
2013 Q4	$277K	Hold	6,830	–	–	0.01%	321
2013 Q3	$239K	Hold	6,830	–	–	0.01%	316
2013 Q2	$202K	Buy	+6,830	New	+$218K	﹤0.01%	327

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Rockefeller Financial Services's KB Position: Q2 2016 in Review

Rockefeller Financial Services sold out of KB Financial Group (KB) in Q2 2016, closing a stake of 6,830 shares — an estimated $188K sold.

Rockefeller Financial Services first reported a position in KB in Q2 2013 and held it in 12 quarters. The position peaked at $277K in Q4 2013. 96 funds tracked by Wall St. Rank hold KB as of Q2 2016.

Rockefeller Financial Services reported no remaining KB Financial Group position as of Q2 2016 after selling out during the quarter.
Rockefeller Financial Services sold 6,830 KB Financial Group shares in Q2 2016, an estimated $188K.
Rockefeller Financial Services first reported a position in KB Financial Group in Q2 2013 and held it in 12 quarters.
Rockefeller Financial Services's KB Financial Group position peaked at $277K in Q4 2013.
96 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.