FCI
KBAL

Financial Counselors Inc’s Kimball International KBAL Stock Holding History

Financial Counselors Inc’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
2020
Q4 		– Sell
-12,455
Closed -$131K – 539
2020
Q3 		$131K Sell
12,455
-90
-0.7% -$1K ﹤0.01% 488
2020
Q2 		$145K Hold
12,545
– – ﹤0.01% 499
2020
Q1 		$149K Hold
12,545
– – 0.01% 446
2019
Q4 		$259K Hold
12,545
– – 0.01% 462
2019
Q3 		$242K Sell
12,545
-6,453
-34% -$115K 0.01% 468
2019
Q2 		$331K Hold
18,998
– – 0.01% 382
2019
Q1 		$269K Hold
18,998
– – 0.01% 422
2018
Q4 		$270K Sell
18,998
-50
-0.3% -$782 0.01% 383
2018
Q3 		$319K Sell
19,048
-917
-5% -$15.6K 0.01% 392
2018
Q2 		$323K Hold
19,965
– – 0.01% 389
2018
Q1 		$340K Sell
19,965
-550
-3% -$9.72K 0.02% 381
2017
Q4 		$383K Sell
20,515
-100
-0.5% -$1.89K 0.02% 370
2017
Q3 		$408K Sell
20,615
-100
-0.5% -$1.71K 0.02% 356
2017
Q2 		$346K Sell
20,715
-225
-1% -$3.9K 0.02% 376
2017
Q1 		$346K Hold
20,940
– – 0.02% 382
2016
Q4 		$368K Buy
+20,940
New +$308K 0.02% 363
2016
Q2 		$239K Sell
21,015
-700
-3% -$7.94K 0.01% 389
2016
Q1 		$246K Hold
21,715
– – 0.02% 384
2015
Q4 		$212K Sell
21,715
-215
-1% -$2.38K 0.01% 406
2015
Q3 		$207K Hold
21,930
– – 0.01% 404
2015
Q2 		$267K Sell
21,930
-3,270
-13% -$37.7K 0.02% 384
2015
Q1 		$264K Sell
25,200
-25
-0.1% -$237 0.02% 391
2014
Q4 		$230K Sell
25,225
-7,152
-22% -$77K 0.01% 392
2014
Q3 		$380K Buy
32,377
+128
+0.4% +$1.59K 0.03% 350
2014
Q2 		$421K Sell
32,249
-3,248
-9% -$42.7K 0.03% 340
2014
Q1 		$502K Sell
35,497
-1,332
-4% -$17.6K 0.04% 318
2013
Q4 		$432K Sell
36,829
-128
-0.3% -$1.28K 0.03% 317
2013
Q3 		$320K Sell
36,957
-192
-0.5% -$1.63K 0.03% 333
2013
Q2 		$282K Buy
+37,149
New +$280K 0.02% 337

Other funds holding KBAL

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Counselors Inc's KBAL Position: Q4 2020 in Review

Financial Counselors Inc sold out of Kimball International (KBAL) in Q4 2020, closing a stake of 12,455 shares — an estimated $131K sold.

Financial Counselors Inc first reported a position in KBAL in Q2 2013 and held it in 29 quarters. The position peaked at $502K in Q1 2014. 136 funds tracked by Wall St. Rank hold KBAL as of Q4 2020.

  • Financial Counselors Inc reported no remaining Kimball International position as of Q4 2020 after selling out during the quarter.
  • Financial Counselors Inc sold 12,455 Kimball International shares in Q4 2020, an estimated $131K.
  • Financial Counselors Inc first reported a position in Kimball International in Q2 2013 and held it in 29 quarters.
  • Financial Counselors Inc's Kimball International position peaked at $502K in Q1 2014.
  • 136 funds tracked by Wall St. Rank held Kimball International as of Q4 2020.

Based on Financial Counselors Inc's 13F filing for Q4 2020, filed 10 Feb 2021.