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Winfield Associates’s KB Financial Group KB Stock Holding History

Winfield Associates’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
Q1 		– Sell
-120
Closed -$8K – 390
2017
Q4 		$8K Hold
120
– – ﹤0.01% 455
2017
Q3 		$6K Sell
120
-5
-4% -$249 ﹤0.01% 469
2017
Q2 		$6K Buy
125
+5
+4% +$233 ﹤0.01% 479
2017
Q1 		$5K Hold
120
– – ﹤0.01% 464
2016
Q4 		$4K Buy
120
+20
+20% +$719 ﹤0.01% 466
2016
Q3 		$3K Hold
100
– – ﹤0.01% 488
2016
Q2 		$3K Hold
100
– – ﹤0.01% 478
2016
Q1 		$3K Buy
+100
New +$2.55K ﹤0.01% 447

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return

Winfield Associates's KB Position: Q1 2018 in Review

Winfield Associates sold out of KB Financial Group (KB) in Q1 2018, closing a stake of 120 shares — an estimated $8K sold.

Winfield Associates first reported a position in KB in Q1 2016 and held it in 8 quarters. The position peaked at $8K in Q4 2017. 159 funds tracked by Wall St. Rank hold KB as of Q1 2018.

  • Winfield Associates reported no remaining KB Financial Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 120 KB Financial Group shares in Q1 2018, an estimated $8K.
  • Winfield Associates first reported a position in KB Financial Group in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's KB Financial Group position peaked at $8K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held KB Financial Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.