CIP
KBAL

Convergence Investment Partners’s Kimball International KBAL Stock Holding History

Convergence Investment 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
2017
Q3 		– Sell
-76,324
Closed -$1.27M – 410
2017
Q2 		$1.27M Sell
76,324
-22,292
-23% -$386K 0.19% 215
2017
Q1 		$1.63M Sell
98,616
-7,768
-7% -$130K 0.23% 166
2016
Q4 		$1.87M Buy
+106,384
New +$1.56M 0.26% 143
2014
Q4 		– Sell
-48,491
Closed -$570K – 434
2014
Q3 		$570K Buy
+48,491
New +$604K 0.08% 298

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Convergence Investment Partners's KBAL Position: Q3 2017 in Review

Convergence Investment Partners sold out of Kimball International (KBAL) in Q3 2017, closing a stake of 76,324 shares — an estimated $1.27M sold.

Convergence Investment Partners first reported a position in KBAL in Q3 2014 and held it in 4 quarters. The position peaked at $1.87M in Q4 2016. 122 funds tracked by Wall St. Rank hold KBAL as of Q3 2017.

  • Convergence Investment Partners reported no remaining Kimball International position as of Q3 2017 after selling out during the quarter.
  • Convergence Investment Partners sold 76,324 Kimball International shares in Q3 2017, an estimated $1.27M.
  • Convergence Investment Partners first reported a position in Kimball International in Q3 2014 and held it in 4 quarters.
  • Convergence Investment Partners's Kimball International position peaked at $1.87M in Q4 2016.
  • 122 funds tracked by Wall St. Rank held Kimball International as of Q3 2017.

Based on Convergence Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.