IMS
KBAL

Index Management Solutions’s Kimball International KBAL Stock Holding History

Index Management Solutions’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
-17,127
Closed -$157K – 1034
2014
Q3 		$157K Buy
+17,127
New +$213K 0.02% 727

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

Index Management Solutions's KBAL Position: Q4 2014 in Review

Index Management Solutions sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 17,127 shares — an estimated $157K sold.

Index Management Solutions first reported a position in KBAL in Q3 2014 and held it in 1 quarter. The position peaked at $157K in Q3 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Index Management Solutions reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Index Management Solutions sold 17,127 Kimball International shares in Q4 2014, an estimated $157K.
  • Index Management Solutions first reported a position in Kimball International in Q3 2014 and held it in 1 quarter.
  • Index Management Solutions's Kimball International position peaked at $157K in Q3 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Index Management Solutions's 13F filing for Q4 2014, filed 13 Feb 2015.