AC
KBAL

Alexandria Capital’s Kimball International KBAL Stock Holding History

Alexandria Capital’s Portfolio KBAL Stock Details KBAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,885
Closed -$41K – 651
2015
Q1 		$41K Hold
3,885
– – 0.01% 225
2014
Q4 		$35K Sell
3,885
-1,092
-22% -$11.8K 0.01% 232
2014
Q3 		$58K Hold
4,977
– – 0.03% 185
2014
Q2 		$65K Hold
4,977
– – 0.03% 175
2014
Q1 		$70K Hold
4,977
– – 0.03% 163
2013
Q4 		$58K Hold
4,977
– – 0.03% 178
2013
Q3 		$43K Hold
4,977
– – 0.02% 211
2013
Q2 		$38K Buy
+4,977
New +$37.5K 0.02% 247

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Alexandria Capital's KBAL Position: Q2 2015 in Review

Alexandria Capital sold out of Kimball International (KBAL) in Q2 2015, closing a stake of 3,885 shares — an estimated $41K sold.

Alexandria Capital first reported a position in KBAL in Q2 2013 and held it in 8 quarters. The position peaked at $70K in Q1 2014. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2015.

  • Alexandria Capital reported no remaining Kimball International position as of Q2 2015 after selling out during the quarter.
  • Alexandria Capital sold 3,885 Kimball International shares in Q2 2015, an estimated $41K.
  • Alexandria Capital first reported a position in Kimball International in Q2 2013 and held it in 8 quarters.
  • Alexandria Capital's Kimball International position peaked at $70K in Q1 2014.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q2 2015.

Based on Alexandria Capital's 13F filing for Q2 2015, filed 24 Jul 2015.