SFM
KBAL

Systematic Financial Management’s Kimball International KBAL Stock Holding History

Systematic 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
2015
Q2 		– Sell
-266,029
Closed -$2.79M – 742
2015
Q1 		$2.79M Buy
266,029
+265,680
+76,126% +$2.52M 0.02% 390
2014
Q4 		$3K Sell
349
-190,097
-100% -$2.05M ﹤0.01% 662
2014
Q3 		$2.24M Buy
190,446
+49,632
+35% +$618K 0.02% 464
2014
Q2 		$1.84M Buy
140,814
+11,164
+9% +$147K 0.01% 576
2014
Q1 		$1.83M Buy
+129,650
New +$1.71M 0.01% 564

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Systematic Financial Management's KBAL Position: Q2 2015 in Review

Systematic Financial Management sold out of Kimball International (KBAL) in Q2 2015, closing a stake of 266,029 shares — an estimated $2.79M sold.

Systematic Financial Management first reported a position in KBAL in Q1 2014 and held it in 5 quarters. The position peaked at $2.79M in Q1 2015. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2015.

  • Systematic Financial Management reported no remaining Kimball International position as of Q2 2015 after selling out during the quarter.
  • Systematic Financial Management sold 266,029 Kimball International shares in Q2 2015, an estimated $2.79M.
  • Systematic Financial Management first reported a position in Kimball International in Q1 2014 and held it in 5 quarters.
  • Systematic Financial Management's Kimball International position peaked at $2.79M in Q1 2015.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q2 2015.

Based on Systematic Financial Management's 13F filing for Q2 2015, filed 10 Aug 2015.