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Trilogy Global Advisors’s KB Financial Group KB Stock Holding History

Trilogy Global 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
2014
Q1 		– Sell
-739,314
Closed -$29.9M – 94
2013
Q4 		$29.9M Sell
739,314
-100,475
-12% -$3.79M 0.61% 56
2013
Q3 		$29.4M Buy
839,789
+31,594
+4% +$1.02M 0.63% 51
2013
Q2 		$23.9M Buy
+808,195
New +$25.9M 0.56% 55

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Trilogy Global Advisors's KB Position: Q1 2014 in Review

Trilogy Global Advisors sold out of KB Financial Group (KB) in Q1 2014, closing a stake of 739,314 shares — an estimated $29.9M sold.

Trilogy Global Advisors first reported a position in KB in Q2 2013 and held it in 3 quarters. The position peaked at $29.9M in Q4 2013. 93 funds tracked by Wall St. Rank hold KB as of Q1 2014.

  • Trilogy Global Advisors reported no remaining KB Financial Group position as of Q1 2014 after selling out during the quarter.
  • Trilogy Global Advisors sold 739,314 KB Financial Group shares in Q1 2014, an estimated $29.9M.
  • Trilogy Global Advisors first reported a position in KB Financial Group in Q2 2013 and held it in 3 quarters.
  • Trilogy Global Advisors's KB Financial Group position peaked at $29.9M in Q4 2013.
  • 93 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2014.

Based on Trilogy Global Advisors's 13F filing for Q1 2014, filed 9 May 2014.