IA
KBAL

IFP Advisors’s Kimball International KBAL Stock Holding History

IFP 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
Q4 		– Sell
-430
Closed -$8K – 3191
2019
Q3 		$8K Buy
+430
New +$7.68K ﹤0.01% 2192
2017
Q4 		– Sell
-886
Closed -$18K – 4176
2017
Q3 		$18K Hold
886
– – ﹤0.01% 2681
2017
Q2 		$15K Hold
886
– – ﹤0.01% 2772
2017
Q1 		$15K Hold
886
– – ﹤0.01% 2692
2016
Q4 		$16K Hold
886
– – ﹤0.01% 2626
2016
Q3 		$11K Hold
886
– – ﹤0.01% 2792
2016
Q2 		$10K Buy
+886
New +$10K ﹤0.01% 2764
2016
Q1 		– Sell
-886
Closed -$9K – 3608
2015
Q4 		$9K Buy
+886
New +$9.82K ﹤0.01% 2653

Other funds holding KBAL

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

IFP Advisors's KBAL Position: Q4 2019 in Review

IFP Advisors sold out of Kimball International (KBAL) in Q4 2019, closing a stake of 430 shares — an estimated $8K sold.

IFP Advisors first reported a position in KBAL in Q4 2015 and held it in 8 quarters. The position peaked at $18K in Q3 2017. 133 funds tracked by Wall St. Rank hold KBAL as of Q4 2019.

  • IFP Advisors reported no remaining Kimball International position as of Q4 2019 after selling out during the quarter.
  • IFP Advisors sold 430 Kimball International shares in Q4 2019, an estimated $8K.
  • IFP Advisors first reported a position in Kimball International in Q4 2015 and held it in 8 quarters.
  • IFP Advisors's Kimball International position peaked at $18K in Q3 2017.
  • 133 funds tracked by Wall St. Rank held Kimball International as of Q4 2019.

Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.