SKK
KBAL

Shepherd Kaplan Krochuk’s Kimball International KBAL Stock Holding History

Shepherd Kaplan Krochuk’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
Q2 		– Sell
-24,001
Closed -$339K – 634
2014
Q1 		$339K Hold
24,001
– – 0.04% 279
2013
Q4 		$282K Buy
+24,001
New +$241K 0.04% 346

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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

Shepherd Kaplan Krochuk's KBAL Position: Q2 2014 in Review

Shepherd Kaplan Krochuk sold out of Kimball International (KBAL) in Q2 2014, closing a stake of 24,001 shares — an estimated $339K sold.

Shepherd Kaplan Krochuk first reported a position in KBAL in Q4 2013 and held it in 2 quarters. The position peaked at $339K in Q1 2014. 117 funds tracked by Wall St. Rank hold KBAL as of Q2 2014.

  • Shepherd Kaplan Krochuk reported no remaining Kimball International position as of Q2 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 24,001 Kimball International shares in Q2 2014, an estimated $339K.
  • Shepherd Kaplan Krochuk first reported a position in Kimball International in Q4 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Kimball International position peaked at $339K in Q1 2014.
  • 117 funds tracked by Wall St. Rank held Kimball International as of Q2 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2014, filed 14 Aug 2014.