BGIM
KBAL

Brandywine Global Investment Management’s Kimball International KBAL Stock Holding History

Brandywine Global 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
2014
Q4 		– Sell
-18,844
Closed -$222K – 1043
2014
Q3 		$222K Sell
18,844
-269
-1% -$3.35K ﹤0.01% 682
2014
Q2 		$250K Sell
19,113
-6,533
-25% -$85.9K ﹤0.01% 678
2014
Q1 		$363K Sell
25,646
-102
-0.4% -$1.34K ﹤0.01% 655
2013
Q4 		$303K Buy
+25,748
New +$258K ﹤0.01% 687

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Brandywine Global Investment Management's KBAL Position: Q4 2014 in Review

Brandywine Global Investment Management sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 18,844 shares — an estimated $222K sold.

Brandywine Global Investment Management first reported a position in KBAL in Q4 2013 and held it in 4 quarters. The position peaked at $363K in Q1 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Brandywine Global Investment Management reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Brandywine Global Investment Management sold 18,844 Kimball International shares in Q4 2014, an estimated $222K.
  • Brandywine Global Investment Management first reported a position in Kimball International in Q4 2013 and held it in 4 quarters.
  • Brandywine Global Investment Management's Kimball International position peaked at $363K in Q1 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Brandywine Global Investment Management's 13F filing for Q4 2014, filed 17 Feb 2015.