Summit Trail Advisors’s KB Financial Group KB Stock Holding History

Summit Trail Advisors’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 Q1	–	Sell	-79	Closed	-$5K	–	1086
2017 Q4	$5K	Buy	+79	New	+$4.2K	﹤0.01%	1418

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Summit Trail Advisors's KB Position: Q1 2018 in Review

Summit Trail Advisors sold out of KB Financial Group (KB) in Q1 2018, closing a stake of 79 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in KB in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 159 funds tracked by Wall St. Rank hold KB as of Q1 2018.

Summit Trail Advisors reported no remaining KB Financial Group position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 79 KB Financial Group shares in Q1 2018, an estimated $5K.
Summit Trail Advisors first reported a position in KB Financial Group in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's KB Financial Group position peaked at $5K in Q4 2017.
159 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.