BCA
KBAL

Bray Capital Advisors’s Kimball International KBAL Stock Holding History

Bray Capital 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
2018
Q3 		– Sell
-860
Closed -$14K – 422
2018
Q2 		$14K Hold
860
– – 0.01% 305
2018
Q1 		$15K Buy
+860
New +$15.2K 0.01% 301
2015
Q4 		– Sell
-2,000
Closed -$19K – 335
2015
Q3 		$19K Hold
2,000
– – 0.01% 277
2015
Q2 		$24K Buy
+2,000
New +$23K 0.01% 278

Other funds holding KBAL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Bray Capital Advisors's KBAL Position: Q3 2018 in Review

Bray Capital Advisors sold out of Kimball International (KBAL) in Q3 2018, closing a stake of 860 shares — an estimated $14K sold.

Bray Capital Advisors first reported a position in KBAL in Q2 2015 and held it in 4 quarters. The position peaked at $24K in Q2 2015. 107 funds tracked by Wall St. Rank hold KBAL as of Q3 2018.

  • Bray Capital Advisors reported no remaining Kimball International position as of Q3 2018 after selling out during the quarter.
  • Bray Capital Advisors sold 860 Kimball International shares in Q3 2018, an estimated $14K.
  • Bray Capital Advisors first reported a position in Kimball International in Q2 2015 and held it in 4 quarters.
  • Bray Capital Advisors's Kimball International position peaked at $24K in Q2 2015.
  • 107 funds tracked by Wall St. Rank held Kimball International as of Q3 2018.

Based on Bray Capital Advisors's 13F filing for Q3 2018, filed 31 Oct 2018.