LPL Financial’s Kimball International KBAL Stock Holding History

LPL Financial’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
2018 Q1	–	Sell	-10,165	Closed	-$190K	–	3270
2017 Q4	$190K	Buy	+10,165	New	+$192K	﹤0.01%	2833

Other funds holding KBAL

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

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

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

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

LPL Financial's KBAL Position: Q1 2018 in Review

LPL Financial sold out of Kimball International (KBAL) in Q1 2018, closing a stake of 10,165 shares — an estimated $190K sold.

LPL Financial first reported a position in KBAL in Q4 2017 and held it in 1 quarter. The position peaked at $190K in Q4 2017. 116 funds tracked by Wall St. Rank hold KBAL as of Q1 2018.

LPL Financial reported no remaining Kimball International position as of Q1 2018 after selling out during the quarter.
LPL Financial sold 10,165 Kimball International shares in Q1 2018, an estimated $190K.
LPL Financial first reported a position in Kimball International in Q4 2017 and held it in 1 quarter.
LPL Financial's Kimball International position peaked at $190K in Q4 2017.
116 funds tracked by Wall St. Rank held Kimball International as of Q1 2018.

Based on LPL Financial's 13F filing for Q1 2018, filed 15 May 2018.