WCM
KBAL

Wedge Capital Management’s Kimball International KBAL Stock Holding History

Wedge 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
2015
Q3 		– Sell
-27,700
Closed -$337K – 618
2015
Q2 		$337K Sell
27,700
-6,400
-19% -$73.8K ﹤0.01% 511
2015
Q1 		$357K Hold
34,100
– – ﹤0.01% 492
2014
Q4 		$311K Buy
34,100
+8,992
+36% +$96.8K ﹤0.01% 517
2014
Q3 		$295K Sell
25,108
-768
-3% -$9.56K ﹤0.01% 524
2014
Q2 		$338K Buy
25,876
+3,587
+16% +$47.2K ﹤0.01% 491
2014
Q1 		$315K Sell
22,289
-6,405
-22% -$84.4K ﹤0.01% 436
2013
Q4 		$337K Sell
28,694
-5,124
-15% -$51.4K ﹤0.01% 416
2013
Q3 		$293K Buy
33,818
+896
+3% +$7.58K ﹤0.01% 406
2013
Q2 		$250K Buy
+32,922
New +$248K ﹤0.01% 440

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 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

Wedge Capital Management's KBAL Position: Q3 2015 in Review

Wedge Capital Management sold out of Kimball International (KBAL) in Q3 2015, closing a stake of 27,700 shares — an estimated $337K sold.

Wedge Capital Management first reported a position in KBAL in Q2 2013 and held it in 9 quarters. The position peaked at $357K in Q1 2015. 109 funds tracked by Wall St. Rank hold KBAL as of Q3 2015.

  • Wedge Capital Management reported no remaining Kimball International position as of Q3 2015 after selling out during the quarter.
  • Wedge Capital Management sold 27,700 Kimball International shares in Q3 2015, an estimated $337K.
  • Wedge Capital Management first reported a position in Kimball International in Q2 2013 and held it in 9 quarters.
  • Wedge Capital Management's Kimball International position peaked at $357K in Q1 2015.
  • 109 funds tracked by Wall St. Rank held Kimball International as of Q3 2015.

Based on Wedge Capital Management's 13F filing for Q3 2015, filed 9 Nov 2015.