CA
KBAL

CapWealth Advisors’s Kimball International KBAL Stock Holding History

CapWealth 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
2014
Q2 		– Sell
-199
Closed -$3K – 392
2014
Q1 		$3K Hold
199
– – ﹤0.01% 336
2013
Q4 		$2K Hold
199
– – ﹤0.01% 348
2013
Q3 		$2K Hold
199
– – ﹤0.01% 418
2013
Q2 		$2K Buy
+199
New +$1.5K ﹤0.01% 398

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CapWealth Advisors's KBAL Position: Q2 2014 in Review

CapWealth Advisors sold out of Kimball International (KBAL) in Q2 2014, closing a stake of 199 shares — an estimated $3K sold.

CapWealth Advisors first reported a position in KBAL in Q2 2013 and held it in 4 quarters. The position peaked at $3K in Q1 2014. 117 funds tracked by Wall St. Rank hold KBAL as of Q2 2014.

  • CapWealth Advisors reported no remaining Kimball International position as of Q2 2014 after selling out during the quarter.
  • CapWealth Advisors sold 199 Kimball International shares in Q2 2014, an estimated $3K.
  • CapWealth Advisors first reported a position in Kimball International in Q2 2013 and held it in 4 quarters.
  • CapWealth Advisors's Kimball International position peaked at $3K in Q1 2014.
  • 117 funds tracked by Wall St. Rank held Kimball International as of Q2 2014.

Based on CapWealth Advisors's 13F filing for Q2 2014, filed 8 Aug 2014.