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Vontobel Swiss Wealth Advisors’s KB Financial Group KB Stock Holding History

Vontobel Swiss Wealth 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
2015
Q1 		– Sell
-440
Closed -$14K – 78
2014
Q4 		$14K Buy
+440
New +$15.8K 0.01% 100

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AGA
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Macquarie Group
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 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
MIM
Mittleman Investment Management Melville, New York $17.4M AUM 36.11% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's KB Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of KB Financial Group (KB) in Q1 2015, closing a stake of 440 shares — an estimated $14K sold.

Vontobel Swiss Wealth Advisors first reported a position in KB in Q4 2014 and held it in 1 quarter. The position peaked at $14K in Q4 2014. 98 funds tracked by Wall St. Rank hold KB as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining KB Financial Group position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 440 KB Financial Group shares in Q1 2015, an estimated $14K.
  • Vontobel Swiss Wealth Advisors first reported a position in KB Financial Group in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's KB Financial Group position peaked at $14K in Q4 2014.
  • 98 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.