WI
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WBI Investments’s KB Financial Group KB Stock Holding History

WBI Investments’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
2017
Q3 		– Sell
-48,600
Closed -$2.45M – 335
2017
Q2 		$2.45M Buy
48,600
+25,606
+111% +$1.19M 0.11% 139
2017
Q1 		$1.01M Sell
22,994
-14,294
-38% -$589K 0.04% 205
2016
Q4 		$1.32M Buy
+37,288
New +$1.34M 0.06% 187

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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

WBI Investments's KB Position: Q3 2017 in Review

WBI Investments sold out of KB Financial Group (KB) in Q3 2017, closing a stake of 48,600 shares — an estimated $2.45M sold.

WBI Investments first reported a position in KB in Q4 2016 and held it in 3 quarters. The position peaked at $2.45M in Q2 2017. 125 funds tracked by Wall St. Rank hold KB as of Q3 2017.

  • WBI Investments reported no remaining KB Financial Group position as of Q3 2017 after selling out during the quarter.
  • WBI Investments sold 48,600 KB Financial Group shares in Q3 2017, an estimated $2.45M.
  • WBI Investments first reported a position in KB Financial Group in Q4 2016 and held it in 3 quarters.
  • WBI Investments's KB Financial Group position peaked at $2.45M in Q2 2017.
  • 125 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2017.

Based on WBI Investments's 13F filing for Q3 2017, filed 13 Nov 2017.