Ladenburg Thalmann Financial Services’s Kimball International KBAL Stock Holding History

Ladenburg Thalmann Financial Services’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	$38K	Buy	1,854 +1,748	+1,649%	+$36K	﹤0.01%	3713
2019 Q3	$2K	Buy	+106	New	+$1.89K	﹤0.01%	5032
2017 Q3	–	Sell	-3,740	Closed	-$62K	–	5058
2017 Q2	$62K	Hold	3,740	–	–	﹤0.01%	2881
2017 Q1	$62K	Hold	3,740	–	–	﹤0.01%	2756
2016 Q4	$66K	Hold	3,740	–	–	﹤0.01%	2648
2016 Q3	$48K	Hold	3,740	–	–	﹤0.01%	2815
2016 Q2	$43K	Hold	3,740	–	–	﹤0.01%	2807
2016 Q1	$42K	Hold	3,740	–	–	﹤0.01%	2725
2015 Q4	$37K	Hold	3,740	–	–	﹤0.01%	2807
2015 Q3	$35K	Buy	+3,740	New	+$42.1K	﹤0.01%	2721
2015 Q1	–	Sell	-225	Closed	-$2K	–	4679
2014 Q4	$2K	Buy	+225	New	+$2.42K	﹤0.01%	4092

Other funds holding KBAL

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KBAL Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Kimball International (KBAL) stake by 1,649% in Q4 2019, buying an estimated $36K and bringing the position to 1,854 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3713.

Ladenburg Thalmann Financial Services first reported a position in KBAL in Q4 2014 and has held it in 11 quarters since. The position peaked at $66K in Q4 2016. 133 funds tracked by Wall St. Rank hold KBAL as of Q4 2019.

Ladenburg Thalmann Financial Services held 1,854 shares of Kimball International worth $38K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 1,748 Kimball International shares in Q4 2019, an estimated $36K.
Kimball International made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3713 holding.
Ladenburg Thalmann Financial Services first reported a position in Kimball International in Q4 2014 and has held it in 11 quarters since.
Ladenburg Thalmann Financial Services's Kimball International position peaked at $66K in Q4 2016.
133 funds tracked by Wall St. Rank held Kimball International as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.