BPBT
KBAL

Boston Private Bank & Trust’s Kimball International KBAL Stock Holding History

Boston Private Bank & Trust’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
Q1 		– Sell
-414
Closed -$4K – 1126
2014
Q4 		$4K Buy
+414
New +$4.46K ﹤0.01% 995

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Boston Private Bank & Trust's KBAL Position: Q1 2015 in Review

Boston Private Bank & Trust sold out of Kimball International (KBAL) in Q1 2015, closing a stake of 414 shares — an estimated $4K sold.

Boston Private Bank & Trust first reported a position in KBAL in Q4 2014 and held it in 1 quarter. The position peaked at $4K in Q4 2014. 102 funds tracked by Wall St. Rank hold KBAL as of Q1 2015.

  • Boston Private Bank & Trust reported no remaining Kimball International position as of Q1 2015 after selling out during the quarter.
  • Boston Private Bank & Trust sold 414 Kimball International shares in Q1 2015, an estimated $4K.
  • Boston Private Bank & Trust first reported a position in Kimball International in Q4 2014 and held it in 1 quarter.
  • Boston Private Bank & Trust's Kimball International position peaked at $4K in Q4 2014.
  • 102 funds tracked by Wall St. Rank held Kimball International as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.