AIA
KBAL

Alera Investment Advisors’s Kimball International KBAL Stock Holding History

Alera Investment Advisors’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
Q1 		– Sell
-31,102
Closed -$441K – 1362
2018
Q4 		$441K Buy
+31,102
New +$487K 0.27% 45

Other funds holding KBAL

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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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Alera Investment Advisors's KBAL Position: Q1 2019 in Review

Alera Investment Advisors sold out of Kimball International (KBAL) in Q1 2019, closing a stake of 31,102 shares — an estimated $441K sold.

Alera Investment Advisors first reported a position in KBAL in Q4 2018 and held it in 1 quarter. The position peaked at $441K in Q4 2018. 114 funds tracked by Wall St. Rank hold KBAL as of Q1 2019.

  • Alera Investment Advisors reported no remaining Kimball International position as of Q1 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 31,102 Kimball International shares in Q1 2019, an estimated $441K.
  • Alera Investment Advisors first reported a position in Kimball International in Q4 2018 and held it in 1 quarter.
  • Alera Investment Advisors's Kimball International position peaked at $441K in Q4 2018.
  • 114 funds tracked by Wall St. Rank held Kimball International as of Q1 2019.

Based on Alera Investment Advisors's 13F filing for Q1 2019, filed 14 May 2019.