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Whitnell & Co’s KB Financial Group KB Stock Holding History

Whitnell & Co’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
2018
Q3 		– Sell
-120
Closed -$6K – 297
2018
Q2 		$6K Hold
120
– – ﹤0.01% 255
2018
Q1 		$7K Hold
120
– – ﹤0.01% 269
2017
Q4 		$7K Buy
+120
New +$6.37K ﹤0.01% 239
2017
Q1 		– Sell
-310
Closed -$11K – 309
2016
Q4 		$11K Hold
310
– – 0.01% 245
2016
Q3 		$11K Hold
310
– – ﹤0.01% 238
2016
Q2 		$9K Hold
310
– – ﹤0.01% 250
2016
Q1 		$9K Buy
310
+77
+33% +$1.97K ﹤0.01% 244
2015
Q4 		$6K Hold
233
– – ﹤0.01% 290
2015
Q3 		$7K Buy
+233
New +$7.06K ﹤0.01% 272

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
TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Whitnell & Co's KB Position: Q3 2018 in Review

Whitnell & Co sold out of KB Financial Group (KB) in Q3 2018, closing a stake of 120 shares — an estimated $6K sold.

Whitnell & Co first reported a position in KB in Q3 2015 and held it in 9 quarters. The position peaked at $11K in Q4 2016. 140 funds tracked by Wall St. Rank hold KB as of Q3 2018.

  • Whitnell & Co reported no remaining KB Financial Group position as of Q3 2018 after selling out during the quarter.
  • Whitnell & Co sold 120 KB Financial Group shares in Q3 2018, an estimated $6K.
  • Whitnell & Co first reported a position in KB Financial Group in Q3 2015 and held it in 9 quarters.
  • Whitnell & Co's KB Financial Group position peaked at $11K in Q4 2016.
  • 140 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2018.

Based on Whitnell & Co's 13F filing for Q3 2018, filed 23 Oct 2018.