TD Asset Management
KB icon

TD Asset Management’s KB Financial Group KB Stock Holding History

TD Asset Management’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
Q3 		– Sell
-6,204
Closed -$216K – 1326
2014
Q2 		$216K Hold
6,204
– – ﹤0.01% 1218
2014
Q1 		$218K Sell
6,204
-390
-6% -$13.8K ﹤0.01% 1226
2013
Q4 		$267K Buy
6,594
+140
+2% +$5.28K ﹤0.01% 1167
2013
Q3 		$226K Buy
+6,454
New +$209K ﹤0.01% 1175

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

TD Asset Management's KB Position: Q3 2014 in Review

TD Asset Management sold out of KB Financial Group (KB) in Q3 2014, closing a stake of 6,204 shares — an estimated $216K sold.

TD Asset Management first reported a position in KB in Q3 2013 and held it in 4 quarters. The position peaked at $267K in Q4 2013. 94 funds tracked by Wall St. Rank hold KB as of Q3 2014.

  • TD Asset Management reported no remaining KB Financial Group position as of Q3 2014 after selling out during the quarter.
  • TD Asset Management sold 6,204 KB Financial Group shares in Q3 2014, an estimated $216K.
  • TD Asset Management first reported a position in KB Financial Group in Q3 2013 and held it in 4 quarters.
  • TD Asset Management's KB Financial Group position peaked at $267K in Q4 2013.
  • 94 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2014.

Based on TD Asset Management's 13F filing for Q3 2014, filed 6 Nov 2014.