WAM
KB icon

World Asset Management’s KB Financial Group KB Stock Holding History

World Asset 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
2019
Q3 		– Sell
-6,048
Closed -$239K – 1183
2019
Q2 		$239K Sell
6,048
-279
-4% -$10.9K 0.01% 966
2019
Q1 		$234K Hold
6,327
– – 0.01% 970
2018
Q4 		$266K Sell
6,327
-4,312
-41% -$189K 0.02% 815
2018
Q3 		$514K Sell
10,639
-1,895
-15% -$88.4K 0.02% 698
2018
Q2 		$583K Sell
12,534
-4,099
-25% -$216K 0.03% 654
2018
Q1 		$964K Sell
16,633
-7,001
-30% -$420K 0.05% 484
2017
Q4 		$1.38M Sell
23,634
-926
-4% -$49.2K 0.05% 468
2017
Q3 		$1.2M Sell
24,560
-64
-0.3% -$3.19K 0.04% 529
2017
Q2 		$1.24M Buy
24,624
+103
+0.4% +$4.79K 0.04% 509
2017
Q1 		$1.08M Buy
24,521
+739
+3% +$30.4K 0.03% 592
2016
Q4 		$839K Sell
23,782
-2,048
-8% -$73.7K 0.03% 623
2016
Q3 		$884K Buy
25,830
+1,919
+8% +$62.8K 0.03% 633
2016
Q2 		$681K Buy
23,911
+1,834
+8% +$53.2K 0.03% 679
2016
Q1 		$609K Buy
22,077
+1,582
+8% +$40.4K 0.02% 700
2015
Q4 		$571K Buy
20,495
+471
+2% +$14.2K 0.02% 699
2015
Q3 		$589K Buy
20,024
+1,618
+9% +$49K 0.02% 677
2015
Q2 		$605K Sell
18,406
-1,202
-6% -$43.3K 0.02% 698
2015
Q1 		$689K Sell
19,608
-202
-1% -$6.89K 0.02% 711
2014
Q4 		$646K Sell
19,810
-146
-0.7% -$5.24K 0.02% 738
2014
Q3 		$723K Sell
19,956
-1,093
-5% -$41.6K 0.02% 730
2014
Q2 		$732K Sell
21,049
-680
-3% -$23.7K 0.02% 749
2014
Q1 		$764K Sell
21,729
-5,192
-19% -$184K 0.02% 718
2013
Q4 		$1.09M Sell
26,921
-7,899
-23% -$298K 0.03% 632
2013
Q3 		$1.22M Sell
34,820
-6,458
-16% -$209K 0.03% 640
2013
Q2 		$1.22M Buy
+41,278
New +$1.32M 0.03% 666

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

World Asset Management's KB Position: Q3 2019 in Review

World Asset Management sold out of KB Financial Group (KB) in Q3 2019, closing a stake of 6,048 shares — an estimated $239K sold.

World Asset Management first reported a position in KB in Q2 2013 and held it in 25 quarters. The position peaked at $1.38M in Q4 2017. 131 funds tracked by Wall St. Rank hold KB as of Q3 2019.

  • World Asset Management reported no remaining KB Financial Group position as of Q3 2019 after selling out during the quarter.
  • World Asset Management sold 6,048 KB Financial Group shares in Q3 2019, an estimated $239K.
  • World Asset Management first reported a position in KB Financial Group in Q2 2013 and held it in 25 quarters.
  • World Asset Management's KB Financial Group position peaked at $1.38M in Q4 2017.
  • 131 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2019.

Based on World Asset Management's 13F filing for Q3 2019, filed 22 Oct 2019.