Creative Planning
KBAL

Creative Planning’s Kimball International KBAL Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-200
Closed -$3K – 3952
2017
Q2 		$3K Hold
200
– – ﹤0.01% 4223
2017
Q1 		$3K Buy
+200
New +$3.34K ﹤0.01% 4201
2015
Q2 		– Sell
-800
Closed -$8K – 3244
2015
Q1 		$8K Hold
800
– – ﹤0.01% 3348
2014
Q4 		$7K Sell
800
-2,787
-78% -$30K ﹤0.01% 3347
2014
Q3 		$42K Hold
3,587
– – ﹤0.01% 2042
2014
Q2 		$47K Hold
3,587
– – ﹤0.01% 1918
2014
Q1 		$51K Buy
3,587
+2,562
+250% +$33.8K ﹤0.01% 1790
2013
Q4 		$12K Sell
1,025
-256
-20% -$2.57K ﹤0.01% 2490
2013
Q3 		$11K Hold
1,281
– – ﹤0.01% 2422
2013
Q2 		$10K Buy
+1,281
New +$9.65K ﹤0.01% 2290

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Creative Planning's KBAL Position: Q3 2017 in Review

Creative Planning sold out of Kimball International (KBAL) in Q3 2017, closing a stake of 200 shares — an estimated $3K sold.

Creative Planning first reported a position in KBAL in Q2 2013 and held it in 10 quarters. The position peaked at $51K in Q1 2014. 122 funds tracked by Wall St. Rank hold KBAL as of Q3 2017.

  • Creative Planning reported no remaining Kimball International position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 Kimball International shares in Q3 2017, an estimated $3K.
  • Creative Planning first reported a position in Kimball International in Q2 2013 and held it in 10 quarters.
  • Creative Planning's Kimball International position peaked at $51K in Q1 2014.
  • 122 funds tracked by Wall St. Rank held Kimball International as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.