Steward Partners Investment Advisory’s KB Financial Group KB Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-31	Closed	-$1K	–	2604
2019 Q4	$1K	Hold	31	–	–	﹤0.01%	2521
2019 Q3	$1K	Hold	31	–	–	﹤0.01%	2533
2019 Q2	$1K	Buy	+31	New	+$1.21K	﹤0.01%	2537
2018 Q4	–	Sell	-7,516	Closed	-$363K	–	1492
2018 Q3	$363K	Sell	7,516 -4,327	-37%	-$202K	0.02%	579
2018 Q2	$550K	Buy	11,843 +426	+4%	+$22.5K	0.03%	445
2018 Q1	$661K	Buy	11,417 +4,414	+63%	+$265K	0.05%	359
2017 Q4	$409K	Buy	7,003 +6,972	+22,490%	+$370K	0.03%	401
2017 Q3	$1K	Buy	+31	New	+$1.55K	﹤0.01%	1597

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Steward Partners Investment Advisory's KB Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of KB Financial Group (KB) in Q1 2020, closing a stake of 31 shares — an estimated $1K sold.

Steward Partners Investment Advisory first reported a position in KB in Q3 2017 and held it in 8 quarters. The position peaked at $661K in Q1 2018. 124 funds tracked by Wall St. Rank hold KB as of Q1 2020.

Steward Partners Investment Advisory reported no remaining KB Financial Group position as of Q1 2020 after selling out during the quarter.
Steward Partners Investment Advisory sold 31 KB Financial Group shares in Q1 2020, an estimated $1K.
Steward Partners Investment Advisory first reported a position in KB Financial Group in Q3 2017 and held it in 8 quarters.
Steward Partners Investment Advisory's KB Financial Group position peaked at $661K in Q1 2018.
124 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.