Chicago Partners Investment Group’s Kimball International KBAL Stock Holding History

Chicago Partners Investment Group’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
2019 Q1	–	Sell	-55,314	Closed	-$841K	–	356
2018 Q4	$841K	Buy	55,314 +757	+1%	+$11.8K	0.12%	143
2018 Q3	$867K	Buy	54,557 +4,375	+9%	+$74.3K	0.13%	130
2018 Q2	$811K	Hold	50,182	–	–	0.13%	124
2018 Q1	$855K	Hold	50,182	–	–	0.15%	107
2017 Q4	$937K	Hold	50,182	–	–	0.15%	105
2017 Q3	$992K	Buy	+50,182	New	+$856K	0.17%	96
2017 Q2	–	Sell	-50,182	Closed	-$828K	–	826
2017 Q1	$828K	Buy	50,182 +47,982	+2,181%	+$802K	0.23%	74
2016 Q4	$39K	Hold	2,200	–	–	0.01%	325
2016 Q3	$28K	Hold	2,200	–	–	0.01%	341
2016 Q2	$25K	Hold	2,200	–	–	0.01%	298
2016 Q1	$25K	Hold	2,200	–	–	0.01%	280
2015 Q4	$21K	Hold	2,200	–	–	0.01%	340
2015 Q3	$21K	Hold	2,200	–	–	0.01%	286
2015 Q2	$27K	Sell	2,200 -328	-13%	-$3.78K	0.01%	280
2015 Q1	$23K	Buy	2,528 +328	+15%	+$3.11K	0.01%	283
2014 Q4	$20K	Buy	+2,200	New	+$23.7K	0.01%	289

Other funds holding KBAL

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Chicago Partners Investment Group's KBAL Position: Q1 2019 in Review

Chicago Partners Investment Group sold out of Kimball International (KBAL) in Q1 2019, closing a stake of 55,314 shares — an estimated $841K sold.

Chicago Partners Investment Group first reported a position in KBAL in Q4 2014 and held it in 16 quarters. The position peaked at $992K in Q3 2017. 114 funds tracked by Wall St. Rank hold KBAL as of Q1 2019.

Chicago Partners Investment Group reported no remaining Kimball International position as of Q1 2019 after selling out during the quarter.
Chicago Partners Investment Group sold 55,314 Kimball International shares in Q1 2019, an estimated $841K.
Chicago Partners Investment Group first reported a position in Kimball International in Q4 2014 and held it in 16 quarters.
Chicago Partners Investment Group's Kimball International position peaked at $992K in Q3 2017.
114 funds tracked by Wall St. Rank held Kimball International as of Q1 2019.

Based on Chicago Partners Investment Group's 13F filing for Q1 2019, filed 22 Apr 2019.