ML
KBAL

McAdam LLC’s Kimball International KBAL Stock Holding History

McAdam LLC’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
Q4 		– Sell
-124
Closed -$2K – 666
2018
Q3 		$2K Hold
124
– – ﹤0.01% 544
2018
Q2 		$2K Hold
124
– – ﹤0.01% 516
2018
Q1 		$2K Buy
+124
New +$2.19K ﹤0.01% 584

Other funds holding KBAL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

McAdam LLC's KBAL Position: Q4 2018 in Review

McAdam LLC sold out of Kimball International (KBAL) in Q4 2018, closing a stake of 124 shares — an estimated $2K sold.

McAdam LLC first reported a position in KBAL in Q1 2018 and held it in 3 quarters. The position peaked at $2K in Q3 2018. 109 funds tracked by Wall St. Rank hold KBAL as of Q4 2018.

  • McAdam LLC reported no remaining Kimball International position as of Q4 2018 after selling out during the quarter.
  • McAdam LLC sold 124 Kimball International shares in Q4 2018, an estimated $2K.
  • McAdam LLC first reported a position in Kimball International in Q1 2018 and held it in 3 quarters.
  • McAdam LLC's Kimball International position peaked at $2K in Q3 2018.
  • 109 funds tracked by Wall St. Rank held Kimball International as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.