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Squar Milner Financial Services’s KB Financial Group KB Stock Holding History

Squar Milner Financial 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
2018
Q3 		– Sell
-184
Closed -$9K – 818
2018
Q2 		$9K Buy
+184
New +$9.71K 0.01% 611

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TSAM
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Squar Milner Financial Services's KB Position: Q3 2018 in Review

Squar Milner Financial Services sold out of KB Financial Group (KB) in Q3 2018, closing a stake of 184 shares — an estimated $9K sold.

Squar Milner Financial Services first reported a position in KB in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 140 funds tracked by Wall St. Rank hold KB as of Q3 2018.

  • Squar Milner Financial Services reported no remaining KB Financial Group position as of Q3 2018 after selling out during the quarter.
  • Squar Milner Financial Services sold 184 KB Financial Group shares in Q3 2018, an estimated $9K.
  • Squar Milner Financial Services first reported a position in KB Financial Group in Q2 2018 and held it in 1 quarter.
  • Squar Milner Financial Services's KB Financial Group position peaked at $9K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2018.

Based on Squar Milner Financial Services's 13F filing for Q3 2018, filed 29 Oct 2018.