RFA
KE

Reilly Financial Advisors’s Kimball Electronics KE Stock Holding History

Reilly Financial Advisors’s Portfolio KE Stock Details KE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-358
Closed -$7K – 988
2018
Q3 		$7K Sell
358
-138
-28% -$2.71K ﹤0.01% 773
2018
Q2 		$9K Buy
496
+358
+259% +$6.39K ﹤0.01% 692
2018
Q1 		$2K Buy
+138
New +$2.48K ﹤0.01% 887

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Reilly Financial Advisors's KE Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Kimball Electronics (KE) in Q4 2018, closing a stake of 358 shares — an estimated $7K sold.

Reilly Financial Advisors first reported a position in KE in Q1 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 116 funds tracked by Wall St. Rank hold KE as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Kimball Electronics position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 358 Kimball Electronics shares in Q4 2018, an estimated $7K.
  • Reilly Financial Advisors first reported a position in Kimball Electronics in Q1 2018 and held it in 3 quarters.
  • Reilly Financial Advisors's Kimball Electronics position peaked at $9K in Q2 2018.
  • 116 funds tracked by Wall St. Rank held Kimball Electronics as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.