SCM
KBAL

Stevens Capital Management’s Kimball International KBAL Stock Holding History

Stevens Capital 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
2017
Q3 		– Sell
-10,622
Closed -$177K – 1124
2017
Q2 		$177K Sell
10,622
-829
-7% -$14.4K 0.01% 781
2017
Q1 		$189K Buy
+11,451
New +$191K 0.01% 776

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stevens Capital Management's KBAL Position: Q3 2017 in Review

Stevens Capital Management sold out of Kimball International (KBAL) in Q3 2017, closing a stake of 10,622 shares — an estimated $177K sold.

Stevens Capital Management first reported a position in KBAL in Q1 2017 and held it in 2 quarters. The position peaked at $189K in Q1 2017. 122 funds tracked by Wall St. Rank hold KBAL as of Q3 2017.

  • Stevens Capital Management reported no remaining Kimball International position as of Q3 2017 after selling out during the quarter.
  • Stevens Capital Management sold 10,622 Kimball International shares in Q3 2017, an estimated $177K.
  • Stevens Capital Management first reported a position in Kimball International in Q1 2017 and held it in 2 quarters.
  • Stevens Capital Management's Kimball International position peaked at $189K in Q1 2017.
  • 122 funds tracked by Wall St. Rank held Kimball International as of Q3 2017.

Based on Stevens Capital Management's 13F filing for Q3 2017, filed 1 Nov 2017.