LCP
KBAL

Lombardia Capital Partners’s Kimball International KBAL Stock Holding History

Lombardia Capital Partners’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
Q1 		$641K Buy
38,858
+19,259
+98% +$322K 0.58% 77
2016
Q4 		$344K Sell
19,599
-24,587
-56% -$361K 0.04% 111
2016
Q3 		$572K Buy
44,186
+23,605
+115% +$288K 0.04% 154
2016
Q2 		$234K Buy
+20,581
New +$233K 0.02% 188

Other funds holding KBAL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lombardia Capital Partners's KBAL Position: Q1 2017 in Review

Lombardia Capital Partners increased its Kimball International (KBAL) stake by 98% in Q1 2017, buying an estimated $322K and bringing the position to 38,858 shares worth $641K. The position accounts for 0.58% of the portfolio, ranked #77.

Lombardia Capital Partners first reported a position in KBAL in Q2 2016 and has held it in 4 quarters since. 115 funds tracked by Wall St. Rank hold KBAL as of Q1 2017.

  • Lombardia Capital Partners held 38,858 shares of Kimball International worth $641K as of Q1 2017.
  • Lombardia Capital Partners bought 19,259 Kimball International shares in Q1 2017, an estimated $322K.
  • Kimball International made up 0.58% of Lombardia Capital Partners's portfolio in Q1 2017, its #77 holding.
  • Lombardia Capital Partners first reported a position in Kimball International in Q2 2016 and has held it in 4 quarters since.
  • 115 funds tracked by Wall St. Rank held Kimball International as of Q1 2017.

Based on Lombardia Capital Partners's 13F filing for Q1 2017, filed 15 May 2017.