PP
KBAL

PDT Partners’s Kimball International KBAL Stock Holding History

PDT 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
2015
Q3 		– Sell
-37,869
Closed -$460K – 1643
2015
Q2 		$460K Buy
37,869
+12,929
+52% +$149K 0.01% 1002
2015
Q1 		$261K Buy
24,940
+3,287
+15% +$31.1K 0.01% 1200
2014
Q4 		$197K Buy
+21,653
New +$233K 0.02% 571

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

PDT Partners's KBAL Position: Q3 2015 in Review

PDT Partners sold out of Kimball International (KBAL) in Q3 2015, closing a stake of 37,869 shares — an estimated $460K sold.

PDT Partners first reported a position in KBAL in Q4 2014 and held it in 3 quarters. The position peaked at $460K in Q2 2015. 109 funds tracked by Wall St. Rank hold KBAL as of Q3 2015.

  • PDT Partners reported no remaining Kimball International position as of Q3 2015 after selling out during the quarter.
  • PDT Partners sold 37,869 Kimball International shares in Q3 2015, an estimated $460K.
  • PDT Partners first reported a position in Kimball International in Q4 2014 and held it in 3 quarters.
  • PDT Partners's Kimball International position peaked at $460K in Q2 2015.
  • 109 funds tracked by Wall St. Rank held Kimball International as of Q3 2015.

Based on PDT Partners's 13F filing for Q3 2015, filed 16 Nov 2015.