RIA
KB icon

Rushmore Investment Advisors’s KB Financial Group KB Stock Holding History

Rushmore Investment Advisors’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
2013
Q2 		$443K Buy
+14,966
New +$479K 0.09% 153

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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 $66.1B AUM 33.53% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712M AUM 8.54% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Rushmore Investment Advisors's KB Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in KB Financial Group (KB) in Q2 2013: 14,966 shares worth $443K. The stake represents 0.09% of the portfolio and ranks #153 among its holdings.

106 funds tracked by Wall St. Rank hold KB as of Q2 2013.

  • Rushmore Investment Advisors held 14,966 shares of KB Financial Group worth $443K as of Q2 2013.
  • KB Financial Group was a new Rushmore Investment Advisors position in Q2 2013.
  • KB Financial Group made up 0.09% of Rushmore Investment Advisors's portfolio in Q2 2013, its #153 holding.
  • 106 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.