IWMPD
KBAL

Integrated Wealth Management (Palm Desert)’s Kimball International KBAL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q2 		– Sell
-2,216
Closed -$25K – 1395
2016
Q1 		$25K Hold
2,216
– – 0.01% 514
2015
Q4 		$22K Hold
2,216
– – 0.01% 569
2015
Q3 		$21K Hold
2,216
– – 0.01% 575
2015
Q2 		$27K Buy
2,216
+1,199
+118% +$13.8K 0.01% 525
2015
Q1 		$10K Buy
+1,017
New +$9.64K ﹤0.01% 777

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KBAL Position: Q2 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Kimball International (KBAL) in Q2 2016, closing a stake of 2,216 shares — an estimated $25K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KBAL in Q1 2015 and held it in 5 quarters. The position peaked at $27K in Q2 2015. 105 funds tracked by Wall St. Rank hold KBAL as of Q2 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Kimball International position as of Q2 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 2,216 Kimball International shares in Q2 2016, an estimated $25K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Kimball International in Q1 2015 and held it in 5 quarters.
  • Integrated Wealth Management (Palm Desert)'s Kimball International position peaked at $27K in Q2 2015.
  • 105 funds tracked by Wall St. Rank held Kimball International as of Q2 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2016, filed 1 Aug 2016.