Chicago Equity Partners’s Kimball International KBAL Stock Holding History

Chicago Equity Partners’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
2018 Q2	–	Sell	-32,660	Closed	-$557K	–	915
2018 Q1	$557K	Sell	32,660 -16,830	-34%	-$298K	0.02%	592
2017 Q4	$924K	Hold	49,490	–	–	0.03%	517
2017 Q3	$978K	Buy	49,490 +290	+0.6%	+$4.95K	0.03%	513
2017 Q2	$821K	Buy	49,200 +33,890	+221%	+$587K	0.02%	546
2017 Q1	$253K	Buy	+15,310	New	+$256K	0.01%	684
2014 Q4	–	Sell	-25,108	Closed	-$294K	–	466
2014 Q3	$294K	Sell	25,108 -2,715	-10%	-$33.8K	0.01%	378
2014 Q2	$363K	Buy	27,823 +9,088	+49%	+$120K	0.01%	348
2014 Q1	$264K	Buy	+18,735	New	+$247K	0.01%	400

Other funds holding KBAL

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Chicago Equity Partners's KBAL Position: Q2 2018 in Review

Chicago Equity Partners sold out of Kimball International (KBAL) in Q2 2018, closing a stake of 32,660 shares — an estimated $557K sold.

Chicago Equity Partners first reported a position in KBAL in Q1 2014 and held it in 8 quarters. The position peaked at $978K in Q3 2017. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2018.

Chicago Equity Partners reported no remaining Kimball International position as of Q2 2018 after selling out during the quarter.
Chicago Equity Partners sold 32,660 Kimball International shares in Q2 2018, an estimated $557K.
Chicago Equity Partners first reported a position in Kimball International in Q1 2014 and held it in 8 quarters.
Chicago Equity Partners's Kimball International position peaked at $978K in Q3 2017.
108 funds tracked by Wall St. Rank held Kimball International as of Q2 2018.

Based on Chicago Equity Partners's 13F filing for Q2 2018, filed 10 Aug 2018.