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SeaCrest Wealth Management’s KB Financial Group KB Stock Holding History

SeaCrest 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
2018
Q4 		– Sell
-60
Closed -$3K – 2221
2018
Q3 		$3K Hold
60
– – ﹤0.01% 1983
2018
Q2 		$3K Hold
60
– – ﹤0.01% 1931
2018
Q1 		$3K Hold
60
– – ﹤0.01% 1903
2017
Q4 		$4K Buy
+60
New +$3.19K ﹤0.01% 1864

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SeaCrest Wealth Management's KB Position: Q4 2018 in Review

SeaCrest Wealth Management sold out of KB Financial Group (KB) in Q4 2018, closing a stake of 60 shares — an estimated $3K sold.

SeaCrest Wealth Management first reported a position in KB in Q4 2017 and held it in 4 quarters. The position peaked at $4K in Q4 2017. 151 funds tracked by Wall St. Rank hold KB as of Q4 2018.

  • SeaCrest Wealth Management reported no remaining KB Financial Group position as of Q4 2018 after selling out during the quarter.
  • SeaCrest Wealth Management sold 60 KB Financial Group shares in Q4 2018, an estimated $3K.
  • SeaCrest Wealth Management first reported a position in KB Financial Group in Q4 2017 and held it in 4 quarters.
  • SeaCrest Wealth Management's KB Financial Group position peaked at $4K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held KB Financial Group as of Q4 2018.

Based on SeaCrest Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.