Picton Mahoney Asset Management’s Kimball International KBAL Stock Holding History

Picton Mahoney Asset Management’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
2016 Q4	–	Sell	-5,400	Closed	-$70K	–	307
2016 Q3	$70K	Sell	5,400 -1,900	-26%	-$23.2K	﹤0.01%	254
2016 Q2	$83K	Sell	7,300 -800	-10%	-$9.07K	0.01%	267
2016 Q1	$92K	Sell	8,100 -200	-2%	-$2.11K	0.01%	260
2015 Q4	$81K	Hold	8,300	–	–	﹤0.01%	279
2015 Q3	$79K	Sell	8,300 -1,000	-11%	-$11.2K	﹤0.01%	264
2015 Q2	$113K	Sell	9,300 -800	-8%	-$9.22K	0.01%	218
2015 Q1	$106K	Buy	10,100 +2,900	+40%	+$27.5K	﹤0.01%	213
2014 Q4	$66K	Sell	7,200 -78,627	-92%	-$847K	﹤0.01%	243
2014 Q3	$1.01K	Buy	85,827 +75,451	+727%	+$940K	0.05%	190
2014 Q2	$135	Buy	+10,376	New	+$136K	0.01%	232

Other funds holding KBAL

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Picton Mahoney Asset Management's KBAL Position: Q4 2016 in Review

Picton Mahoney Asset Management sold out of Kimball International (KBAL) in Q4 2016, closing a stake of 5,400 shares — an estimated $70K sold.

Picton Mahoney Asset Management first reported a position in KBAL in Q2 2014 and held it in 10 quarters. The position peaked at $113K in Q2 2015. 112 funds tracked by Wall St. Rank hold KBAL as of Q4 2016.

Picton Mahoney Asset Management reported no remaining Kimball International position as of Q4 2016 after selling out during the quarter.
Picton Mahoney Asset Management sold 5,400 Kimball International shares in Q4 2016, an estimated $70K.
Picton Mahoney Asset Management first reported a position in Kimball International in Q2 2014 and held it in 10 quarters.
Picton Mahoney Asset Management's Kimball International position peaked at $113K in Q2 2015.
112 funds tracked by Wall St. Rank held Kimball International as of Q4 2016.

Based on Picton Mahoney Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.