Wealthspire Advisors (Maryland)’s KB Financial Group KB Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-80	Closed	-$3K	–	1253
2019 Q1	$3K	Sell	80 -19	-19%	-$759	﹤0.01%	2011
2018 Q4	$4K	Buy	99 +6	+6%	+$262	﹤0.01%	1826
2018 Q3	$4K	Sell	93 -16	-15%	-$746	﹤0.01%	1902
2018 Q2	$5K	Buy	109 +3	+3%	+$158	﹤0.01%	1792
2018 Q1	$6K	Buy	106 +14	+15%	+$840	﹤0.01%	1741
2017 Q4	$5K	Buy	92 +69	+300%	+$3.66K	﹤0.01%	1834
2017 Q3	$1K	Sell	23 -158	-87%	-$7.88K	﹤0.01%	2104
2017 Q2	$9K	Buy	181 +119	+192%	+$5.54K	﹤0.01%	1574
2017 Q1	$3K	Buy	+62	New	+$2.55K	﹤0.01%	1625
2016 Q4	–	Sell	-141	Closed	-$5K	–	1803
2016 Q3	$5K	Hold	141	–	–	﹤0.01%	1386
2016 Q2	$4K	Hold	141	–	–	﹤0.01%	1383
2016 Q1	$4K	Hold	141	–	–	﹤0.01%	1391
2015 Q4	$4K	Buy	+141	New	+$4.26K	﹤0.01%	1400

Other funds holding KB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KB Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of KB Financial Group (KB) in Q2 2019, closing a stake of 80 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in KB in Q4 2015 and held it in 13 quarters. The position peaked at $9K in Q2 2017. 142 funds tracked by Wall St. Rank hold KB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining KB Financial Group position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 80 KB Financial Group shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in KB Financial Group in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s KB Financial Group position peaked at $9K in Q2 2017.
142 funds tracked by Wall St. Rank held KB Financial Group as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.