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Sky Investment Counsel’s KB Financial Group KB Stock Holding History

Sky Investment Counsel’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
2014
Q2 		$377K Sell
10,795
-7,859
-42% -$273K 0.36% 10
2014
Q1 		$656K Sell
18,654
-2,614
-12% -$92.6K 0.98% 9
2013
Q4 		$862K Sell
21,268
-743
-3% -$28K 2.35% 5
2013
Q3 		$771K Sell
22,011
-670
-3% -$21.7K 0.85% 8
2013
Q2 		$672K Buy
+22,681
New +$725K 0.51% 8

Other funds holding KB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $60.8B AUM 22.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Sky Investment Counsel's KB Position: Q2 2014 in Review

Sky Investment Counsel reduced its KB Financial Group (KB) stake by 42% in Q2 2014, selling an estimated $273K and leaving 10,795 shares worth $377K. The position accounts for 0.36% of the portfolio, ranked #10.

Sky Investment Counsel first reported a position in KB in Q2 2013 and has held it in 5 quarters since. The position peaked at $862K in Q4 2013. 93 funds tracked by Wall St. Rank hold KB as of Q2 2014.

  • Sky Investment Counsel held 10,795 shares of KB Financial Group worth $377K as of Q2 2014.
  • Sky Investment Counsel sold 7,859 KB Financial Group shares in Q2 2014, an estimated $273K.
  • KB Financial Group made up 0.36% of Sky Investment Counsel's portfolio in Q2 2014, its #10 holding.
  • Sky Investment Counsel first reported a position in KB Financial Group in Q2 2013 and has held it in 5 quarters since.
  • Sky Investment Counsel's KB Financial Group position peaked at $862K in Q4 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2014.

Based on Sky Investment Counsel's 13F filing for Q2 2014, filed 13 Aug 2014.