CEMP
KBAL

Compass Efficient Model Portfolios’s Kimball International KBAL Stock Holding History

Compass Efficient Model Portfolios’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
2013
Q4 		$10K Hold
854
– – 0.38% 65
2013
Q3 		$7K Hold
854
– – 0.05% 63
2013
Q2 		$6K Buy
+854
New +$6.43K ﹤0.01% 65

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return

Compass Efficient Model Portfolios's KBAL Position: Q4 2013 in Review

Compass Efficient Model Portfolios held its Kimball International (KBAL) position steady in Q4 2013 at 854 shares worth $10K. The position accounts for 0.38% of the portfolio, ranked #65.

Compass Efficient Model Portfolios first reported a position in KBAL in Q2 2013 and has held it in 3 quarters since. 108 funds tracked by Wall St. Rank hold KBAL as of Q4 2013.

  • Compass Efficient Model Portfolios held 854 shares of Kimball International worth $10K as of Q4 2013.
  • Compass Efficient Model Portfolios left its Kimball International share count unchanged in Q4 2013.
  • Kimball International made up 0.38% of Compass Efficient Model Portfolios's portfolio in Q4 2013, its #65 holding.
  • Compass Efficient Model Portfolios first reported a position in Kimball International in Q2 2013 and has held it in 3 quarters since.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q4 2013.

Based on Compass Efficient Model Portfolios's 13F filing for Q4 2013, filed 20 Feb 2014.