Shine Investment Advisory Services’s KB Financial Group KB Stock Holding History

Shine Investment Advisory 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
2020 Q3	$14K	Hold	437	–	–	﹤0.01%	501
2020 Q2	$12K	Sell	437 -23	-5%	-$628	﹤0.01%	530
2020 Q1	$13K	Sell	460 -185	-29%	-$6.27K	0.01%	485
2019 Q4	$27K	Hold	645	–	–	0.01%	443
2019 Q3	$23K	Sell	645 -343	-35%	-$12.1K	0.01%	439
2019 Q2	$39K	Hold	988	–	–	0.02%	348
2019 Q1	$37K	Buy	988 +373	+61%	+$14.9K	0.02%	358
2018 Q4	$26K	Buy	615 +70	+13%	+$3.06K	0.01%	402
2018 Q3	$26K	Hold	545	–	–	0.01%	415
2018 Q2	$25K	Hold	545	–	–	0.01%	423
2018 Q1	$32K	Buy	545 +119	+28%	+$7.14K	0.02%	383
2017 Q4	$25K	Hold	426	–	–	0.01%	417
2017 Q3	$21K	Buy	+426	New	+$21.2K	0.01%	445

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Shine Investment Advisory Services's KB Position: Q3 2020 in Review

Shine Investment Advisory Services held its KB Financial Group (KB) position steady in Q3 2020 at 437 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Shine Investment Advisory Services first reported a position in KB in Q3 2017 and has held it in 13 quarters since. The position peaked at $39K in Q2 2019. 127 funds tracked by Wall St. Rank hold KB as of Q3 2020.

Shine Investment Advisory Services held 437 shares of KB Financial Group worth $14K as of Q3 2020.
Shine Investment Advisory Services left its KB Financial Group share count unchanged in Q3 2020.
KB Financial Group made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #501 holding.
Shine Investment Advisory Services first reported a position in KB Financial Group in Q3 2017 and has held it in 13 quarters since.
Shine Investment Advisory Services's KB Financial Group position peaked at $39K in Q2 2019.
127 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.