QBFM
KBAL

QS Batterymarch Financial Management’s Kimball International KBAL Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		$3.21M Sell
273,336
-74,754
-21% -$931K 0.08% 335
2014
Q2 		$4.54M Sell
348,090
-33,882
-9% -$446K 0.12% 288
2014
Q1 		$5.4M Sell
381,972
-3,395
-0.9% -$44.7K 0.11% 266
2013
Q4 		$4.52M Sell
385,367
-15,039
-4% -$151K 0.1% 325
2013
Q3 		$3.47M Hold
400,406
– – 0.08% 381
2013
Q2 		$3.04M Buy
+400,406
New +$3.02M 0.06% 445

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

QS Batterymarch Financial Management's KBAL Position: Q3 2014 in Review

QS Batterymarch Financial Management reduced its Kimball International (KBAL) stake by 21% in Q3 2014, selling an estimated $931K and leaving 273,336 shares worth $3.21M. The position accounts for 0.08% of the portfolio, ranked #335.

QS Batterymarch Financial Management first reported a position in KBAL in Q2 2013 and has held it in 6 quarters since. The position peaked at $5.4M in Q1 2014. 115 funds tracked by Wall St. Rank hold KBAL as of Q3 2014.

  • QS Batterymarch Financial Management held 273,336 shares of Kimball International worth $3.21M as of Q3 2014.
  • QS Batterymarch Financial Management sold 74,754 Kimball International shares in Q3 2014, an estimated $931K.
  • Kimball International made up 0.08% of QS Batterymarch Financial Management's portfolio in Q3 2014, its #335 holding.
  • QS Batterymarch Financial Management first reported a position in Kimball International in Q2 2013 and has held it in 6 quarters since.
  • QS Batterymarch Financial Management's Kimball International position peaked at $5.4M in Q1 2014.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.