LA
KBAL

Lucus Advisors’s Kimball International KBAL Stock Holding History

Lucus 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
2018
Q1 		– Sell
-18,514
Closed -$346K – 272
2017
Q4 		$346K Buy
+18,514
New +$350K 0.51% 26
2017
Q3 		– Sell
-21,425
Closed -$358K – 267
2017
Q2 		$358K Buy
+21,425
New +$371K 0.48% 104

Other funds holding KBAL

RA
Royce & Associates New York $12.4B AUM 64.17% 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 $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
TA
Teton Advisors Rye, New York $173M AUM 77.13% 1-Year Est. Return

Lucus Advisors's KBAL Position: Q1 2018 in Review

Lucus Advisors sold out of Kimball International (KBAL) in Q1 2018, closing a stake of 18,514 shares — an estimated $346K sold.

Lucus Advisors first reported a position in KBAL in Q2 2017 and held it in 2 quarters. The position peaked at $358K in Q2 2017. 116 funds tracked by Wall St. Rank hold KBAL as of Q1 2018.

  • Lucus Advisors reported no remaining Kimball International position as of Q1 2018 after selling out during the quarter.
  • Lucus Advisors sold 18,514 Kimball International shares in Q1 2018, an estimated $346K.
  • Lucus Advisors first reported a position in Kimball International in Q2 2017 and held it in 2 quarters.
  • Lucus Advisors's Kimball International position peaked at $358K in Q2 2017.
  • 116 funds tracked by Wall St. Rank held Kimball International as of Q1 2018.

Based on Lucus Advisors's 13F filing for Q1 2018, filed 15 May 2018.