AG
KBAL

Advisor Group’s Kimball International KBAL Stock Holding History

Advisor Group’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
2019
Q4 		$78K Buy
+3,795
New +$78.2K ﹤0.01% 3118

Other funds holding KBAL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Advisor Group's KBAL Position: Q4 2019 in Review

Advisor Group opened a new position in Kimball International (KBAL) in Q4 2019: 3,795 shares worth $78K. The stake represents ﹤0.01% of the portfolio and ranks #3118 among its holdings.

133 funds tracked by Wall St. Rank hold KBAL as of Q4 2019.

  • Advisor Group held 3,795 shares of Kimball International worth $78K as of Q4 2019.
  • Kimball International was a new Advisor Group position in Q4 2019.
  • Kimball International made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3118 holding.
  • 133 funds tracked by Wall St. Rank held Kimball International as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.