BIM
KBAL

Bogle Investment Management’s Kimball International KBAL Stock Holding History

Bogle Investment Management’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
2017
Q3 		– Sell
-14,138
Closed -$235K – 372
2017
Q2 		$235K Sell
14,138
-72,461
-84% -$1.26M 0.02% 277
2017
Q1 		$1.43M Sell
86,599
-16,004
-16% -$268K 0.1% 178
2016
Q4 		$1.8M Buy
+102,603
New +$1.51M 0.12% 188
2014
Q4 		– Sell
-23,699
Closed -$278K – 426
2014
Q3 		$278K Sell
23,699
-86,078
-78% -$1.07M 0.02% 311
2014
Q2 		$1.43M Sell
109,777
-69,691
-39% -$917K 0.1% 213
2014
Q1 		$2.54M Buy
179,468
+95,807
+115% +$1.26M 0.17% 167
2013
Q4 		$981K Buy
+83,661
New +$840K 0.08% 230

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bogle Investment Management's KBAL Position: Q3 2017 in Review

Bogle Investment Management sold out of Kimball International (KBAL) in Q3 2017, closing a stake of 14,138 shares — an estimated $235K sold.

Bogle Investment Management first reported a position in KBAL in Q4 2013 and held it in 7 quarters. The position peaked at $2.54M in Q1 2014. 122 funds tracked by Wall St. Rank hold KBAL as of Q3 2017.

  • Bogle Investment Management reported no remaining Kimball International position as of Q3 2017 after selling out during the quarter.
  • Bogle Investment Management sold 14,138 Kimball International shares in Q3 2017, an estimated $235K.
  • Bogle Investment Management first reported a position in Kimball International in Q4 2013 and held it in 7 quarters.
  • Bogle Investment Management's Kimball International position peaked at $2.54M in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Kimball International as of Q3 2017.

Based on Bogle Investment Management's 13F filing for Q3 2017, filed 14 Nov 2017.