Franklin Resources
KBAL

Franklin Resources’s Kimball International KBAL Stock Holding History

Franklin Resources’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
2014
Q4 		– Sell
-172,038
Closed -$2.02M – 1614
2014
Q3 		$2.02M Hold
172,038
– – ﹤0.01% 1310
2014
Q2 		$2.25M Hold
172,038
– – ﹤0.01% 1296
2014
Q1 		$2.43M Hold
172,038
– – ﹤0.01% 1256
2013
Q4 		$2.02M Hold
172,038
– – ﹤0.01% 1264
2013
Q3 		$1.49M Buy
172,038
+78,525
+84% +$665K ﹤0.01% 1263
2013
Q2 		$709K Buy
+93,513
New +$704K ﹤0.01% 1313

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources's KBAL Position: Q4 2014 in Review

Franklin Resources sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 172,038 shares — an estimated $2.02M sold.

Franklin Resources first reported a position in KBAL in Q2 2013 and held it in 6 quarters. The position peaked at $2.43M in Q1 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Franklin Resources reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Franklin Resources sold 172,038 Kimball International shares in Q4 2014, an estimated $2.02M.
  • Franklin Resources first reported a position in Kimball International in Q2 2013 and held it in 6 quarters.
  • Franklin Resources's Kimball International position peaked at $2.43M in Q1 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Franklin Resources's 13F filing for Q4 2014, filed 10 Feb 2015.