ClariVest Asset Management’s Kimball International KBAL Stock Holding History

ClariVest Asset 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
2018 Q2	–	Sell	-23,180	Closed	-$395K	–	792
2018 Q1	$395K	Sell	23,180 -1,755	-7%	-$31K	0.01%	522
2017 Q4	$466K	Sell	24,935 -4,132	-14%	-$78K	0.01%	496
2017 Q3	$575K	Buy	29,067 +1,129	+4%	+$19.3K	0.01%	378
2017 Q2	$466K	Hold	27,938	–	–	0.01%	391
2017 Q1	$461K	Sell	27,938 -697	-2%	-$11.7K	0.01%	395
2016 Q4	$502K	Sell	28,635 -844	-3%	-$12.4K	0.01%	399
2016 Q3	$382K	Sell	29,479 -1,991	-6%	-$24.3K	0.01%	418
2016 Q2	$358K	Hold	31,470	–	–	0.01%	403
2016 Q1	$357K	Hold	31,470	–	–	0.01%	392
2015 Q4	$307K	Buy	31,470 +3,261	+12%	+$36.2K	0.01%	403
2015 Q3	$267K	Hold	28,209	–	–	0.01%	384
2015 Q2	$343K	Buy	+28,209	New	+$325K	0.01%	358
2014 Q1	–	Sell	-8,198	Closed	-$96K	–	681
2013 Q4	$96K	Buy	+8,198	New	+$82.3K	﹤0.01%	431

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

ClariVest Asset Management's KBAL Position: Q2 2018 in Review

ClariVest Asset Management sold out of Kimball International (KBAL) in Q2 2018, closing a stake of 23,180 shares — an estimated $395K sold.

ClariVest Asset Management first reported a position in KBAL in Q4 2013 and held it in 13 quarters. The position peaked at $575K in Q3 2017. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2018.

ClariVest Asset Management reported no remaining Kimball International position as of Q2 2018 after selling out during the quarter.
ClariVest Asset Management sold 23,180 Kimball International shares in Q2 2018, an estimated $395K.
ClariVest Asset Management first reported a position in Kimball International in Q4 2013 and held it in 13 quarters.
ClariVest Asset Management's Kimball International position peaked at $575K in Q3 2017.
108 funds tracked by Wall St. Rank held Kimball International as of Q2 2018.

Based on ClariVest Asset Management's 13F filing for Q2 2018, filed 10 Aug 2018.