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UBS’s KB Financial Group KB Stock Holding History

UBS’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 		$1.65M Sell
45,423
-4,144
-8% -$158K ﹤0.01% 3095
2014
Q2 		$1.72M Buy
49,567
+10,320
+26% +$359K ﹤0.01% 3011
2014
Q1 		$1.38M Sell
39,247
-11,177
-22% -$396K ﹤0.01% 3144
2013
Q4 		$2.04M Buy
50,424
+7,762
+18% +$293K ﹤0.01% 2781
2013
Q3 		$1.49M Buy
42,662
+11,662
+38% +$378K ﹤0.01% 2899
2013
Q2 		$919K Buy
+31,000
New +$992K ﹤0.01% 3437

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 $609B AUM 40.19% 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 7.42% 1-Year Est. Return

UBS's KB Position: Q3 2014 in Review

UBS reduced its KB Financial Group (KB) stake by 8.4% in Q3 2014, selling an estimated $158K and leaving 45,423 shares worth $1.65M. The position accounts for ﹤0.01% of the portfolio, ranked #3095.

UBS first reported a position in KB in Q2 2013 and has held it in 6 quarters since. The position peaked at $2.04M in Q4 2013. 94 funds tracked by Wall St. Rank hold KB as of Q3 2014.

  • UBS held 45,423 shares of KB Financial Group worth $1.65M as of Q3 2014.
  • UBS sold 4,144 KB Financial Group shares in Q3 2014, an estimated $158K.
  • KB Financial Group made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3095 holding.
  • UBS first reported a position in KB Financial Group in Q2 2013 and has held it in 6 quarters since.
  • UBS's KB Financial Group position peaked at $2.04M in Q4 2013.
  • 94 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.