CIBC Private Wealth Group
KBAL

CIBC Private Wealth Group’s Kimball International KBAL Stock Holding History

CIBC Private Wealth 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
2016
Q3 		– Sell
-36,387
Closed -$414K – 608
2016
Q2 		$414K Hold
36,387
– – ﹤0.01% 543
2016
Q1 		$413K Sell
36,387
-10,000
-22% -$106K ﹤0.01% 534
2015
Q4 		$453K Sell
46,387
-139,300
-75% -$1.54M ﹤0.01% 531
2015
Q3 		$1.76M Sell
185,687
-120,000
-39% -$1.35M 0.01% 369
2015
Q2 		$3.72M Buy
+305,687
New +$3.52M 0.03% 315

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

CIBC Private Wealth Group's KBAL Position: Q3 2016 in Review

CIBC Private Wealth Group sold out of Kimball International (KBAL) in Q3 2016, closing a stake of 36,387 shares — an estimated $414K sold.

CIBC Private Wealth Group first reported a position in KBAL in Q2 2015 and held it in 5 quarters. The position peaked at $3.72M in Q2 2015. 98 funds tracked by Wall St. Rank hold KBAL as of Q3 2016.

  • CIBC Private Wealth Group reported no remaining Kimball International position as of Q3 2016 after selling out during the quarter.
  • CIBC Private Wealth Group sold 36,387 Kimball International shares in Q3 2016, an estimated $414K.
  • CIBC Private Wealth Group first reported a position in Kimball International in Q2 2015 and held it in 5 quarters.
  • CIBC Private Wealth Group's Kimball International position peaked at $3.72M in Q2 2015.
  • 98 funds tracked by Wall St. Rank held Kimball International as of Q3 2016.

Based on CIBC Private Wealth Group's 13F filing for Q3 2016, filed 9 Nov 2016.