YorkBridge Wealth Partners’s KB Financial Group KB Stock Holding History

YorkBridge Wealth Partners’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	-276	Closed	-$11K	–	431
2019 Q2	$11K	Buy	276 +17	+7%	+$663	﹤0.01%	534
2019 Q1	$10K	Hold	259	–	–	﹤0.01%	591
2018 Q4	$11K	Hold	259	–	–	0.01%	559
2018 Q3	$13K	Hold	259	–	–	0.01%	577
2018 Q2	$12K	Hold	259	–	–	0.01%	599
2018 Q1	$14K	Hold	259	–	–	0.01%	589
2017 Q4	$16K	Buy	259 +48	+23%	+$2.55K	0.01%	576
2017 Q3	$10K	Hold	211	–	–	0.01%	635
2017 Q2	$11K	Buy	211 +34	+19%	+$1.58K	0.01%	618
2017 Q1	$8K	Hold	177	–	–	﹤0.01%	643
2016 Q4	$6K	Buy	+177	New	+$6.37K	﹤0.01%	658

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

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

PPA

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

YorkBridge Wealth Partners's KB Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of KB Financial Group (KB) in Q3 2019, closing a stake of 276 shares — an estimated $11K sold.

YorkBridge Wealth Partners first reported a position in KB in Q4 2016 and held it in 11 quarters. The position peaked at $16K in Q4 2017. 131 funds tracked by Wall St. Rank hold KB as of Q3 2019.

YorkBridge Wealth Partners reported no remaining KB Financial Group position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 276 KB Financial Group shares in Q3 2019, an estimated $11K.
YorkBridge Wealth Partners first reported a position in KB Financial Group in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's KB Financial Group position peaked at $16K in Q4 2017.
131 funds tracked by Wall St. Rank held KB Financial Group as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.