LI
KBAL

LMCG Investments’s Kimball International KBAL Stock Holding History

LMCG Investments’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
2015
Q3 		$243K Buy
+25,686
New +$289K 0.01% 517
2015
Q1 		– Sell
-14,036
Closed -$128K – 567
2014
Q4 		$128K Buy
+14,036
New +$151K ﹤0.01% 526

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

LMCG Investments's KBAL Position: Q3 2015 in Review

LMCG Investments opened a new position in Kimball International (KBAL) in Q3 2015: 25,686 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: LMCG Investments previously reported a position in KBAL as recently as Q4 2014.

LMCG Investments first reported a position in KBAL in Q4 2014 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold KBAL as of Q3 2015.

  • LMCG Investments held 25,686 shares of Kimball International worth $243K as of Q3 2015.
  • Kimball International was a new LMCG Investments position in Q3 2015.
  • Kimball International made up 0.01% of LMCG Investments's portfolio in Q3 2015, its #517 holding.
  • LMCG Investments first reported a position in Kimball International in Q4 2014 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Kimball International as of Q3 2015.

Based on LMCG Investments's 13F filing for Q3 2015, filed 4 Nov 2015.