U
KBAL

UBS’s Kimball International KBAL Stock Holding History

UBS’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 		$505K Buy
42,988
+35,975
+513% +$448K ﹤0.01% 4272
2014
Q2 		$92K Buy
+7,013
New +$92.2K ﹤0.01% 6039
2014
Q1 		– Sell
-1,490
Closed -$17K – 10941
2013
Q4 		$17K Sell
1,490
-230,669
-99% -$2.32M ﹤0.01% 8362
2013
Q3 		$2.01M Buy
232,159
+98,830
+74% +$837K ﹤0.01% 2577
2013
Q2 		$1.01M Buy
+133,329
New +$1M ﹤0.01% 3326

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

UBS's KBAL Position: Q3 2014 in Review

UBS increased its Kimball International (KBAL) stake by 513% in Q3 2014, buying an estimated $448K and bringing the position to 42,988 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #4272.

UBS first reported a position in KBAL in Q2 2013 and has held it in 5 quarters since. The position peaked at $2.01M in Q3 2013. 115 funds tracked by Wall St. Rank hold KBAL as of Q3 2014.

  • UBS held 42,988 shares of Kimball International worth $505K as of Q3 2014.
  • UBS bought 35,975 Kimball International shares in Q3 2014, an estimated $448K.
  • Kimball International made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4272 holding.
  • UBS first reported a position in Kimball International in Q2 2013 and has held it in 5 quarters since.
  • UBS's Kimball International position peaked at $2.01M in Q3 2013.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.