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Rossmore Private Capital’s KB Financial Group KB Stock Holding History

Rossmore Private Capital’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
2018
Q1 		– Sell
-65
Closed -$3.8K – 267
2017
Q4 		$3.8K Buy
+65
New +$3.45K ﹤0.01% 371

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Northern Trust
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Rossmore Private Capital's KB Position: Q1 2018 in Review

Rossmore Private Capital sold out of KB Financial Group (KB) in Q1 2018, closing a stake of 65 shares — an estimated $3.8K sold.

Rossmore Private Capital first reported a position in KB in Q4 2017 and held it in 1 quarter. The position peaked at $3.8K in Q4 2017. 159 funds tracked by Wall St. Rank hold KB as of Q1 2018.

  • Rossmore Private Capital reported no remaining KB Financial Group position as of Q1 2018 after selling out during the quarter.
  • Rossmore Private Capital sold 65 KB Financial Group shares in Q1 2018, an estimated $3.8K.
  • Rossmore Private Capital first reported a position in KB Financial Group in Q4 2017 and held it in 1 quarter.
  • Rossmore Private Capital's KB Financial Group position peaked at $3.8K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2018.

Based on Rossmore Private Capital's 13F filing for Q1 2018, filed 4 May 2018.