WCM
KB icon

Wealthcare Capital Management’s KB Financial Group KB Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-33
Closed – – 650
2015
Q1 		$0 Buy
+33
New +$1.13K ﹤0.01% 962

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
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 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
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 $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthcare Capital Management's KB Position: Q2 2015 in Review

Wealthcare Capital Management sold out of KB Financial Group (KB) in Q2 2015, closing a stake of 33 shares.

Wealthcare Capital Management first reported a position in KB in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 102 funds tracked by Wall St. Rank hold KB as of Q2 2015.

  • Wealthcare Capital Management reported no remaining KB Financial Group position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 33 KB Financial Group shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in KB Financial Group in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's KB Financial Group position peaked at $0 in Q1 2015.
  • 102 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.