WAM
KE

Wealthspire Advisors (Maryland)’s Kimball Electronics KE Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-20
Closed – – 2504
2018
Q1 		$0 Hold
20
– – ﹤0.01% 2571
2017
Q4 		$0 Hold
20
– – ﹤0.01% 2493
2017
Q3 		$0 Hold
20
– – ﹤0.01% 2353
2017
Q2 		$0 Hold
20
– – ﹤0.01% 2234
2017
Q1 		$0 Hold
20
– – ﹤0.01% 1973
2016
Q4 		$0 Hold
20
– – ﹤0.01% 1806
2016
Q3 		$0 Hold
20
– – ﹤0.01% 1777
2016
Q2 		$0 Hold
20
– – ﹤0.01% 1757
2016
Q1 		$0 Hold
20
– – ﹤0.01% 1801
2015
Q4 		$0 Buy
+20
New +$228 ﹤0.01% 1750

Other funds holding KE

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KE Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Kimball Electronics (KE) in Q2 2018, closing a stake of 20 shares.

Wealthspire Advisors (Maryland) first reported a position in KE in Q4 2015 and held it in 10 quarters. The position peaked at $0 in Q1 2018. 112 funds tracked by Wall St. Rank hold KE as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Kimball Electronics position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 20 Kimball Electronics shares in Q2 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Kimball Electronics in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Kimball Electronics position peaked at $0 in Q1 2018.
  • 112 funds tracked by Wall St. Rank held Kimball Electronics as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.