MM
KBAL

Midas Management’s Kimball International KBAL Stock Holding History

Midas Management’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
2016
Q1 		– Sell
-106,139
Closed -$1.04M – 180
2015
Q4 		$1.04M Sell
106,139
-38,861
-27% -$431K 0.62% 78
2015
Q3 		$1.37M Hold
145,000
– – 0.88% 55
2015
Q2 		$1.76M Hold
145,000
– – 0.95% 46
2015
Q1 		$1.52M Hold
145,000
– – 0.76% 77
2014
Q4 		$1.32M Sell
145,000
-40,745
-22% -$439K 0.69% 78
2014
Q3 		$2.18M Buy
+185,745
New +$2.31M 1.21% 12

Other funds holding KBAL

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

Midas Management's KBAL Position: Q1 2016 in Review

Midas Management sold out of Kimball International (KBAL) in Q1 2016, closing a stake of 106,139 shares — an estimated $1.04M sold.

Midas Management first reported a position in KBAL in Q3 2014 and held it in 6 quarters. The position peaked at $2.18M in Q3 2014. 104 funds tracked by Wall St. Rank hold KBAL as of Q1 2016.

  • Midas Management reported no remaining Kimball International position as of Q1 2016 after selling out during the quarter.
  • Midas Management sold 106,139 Kimball International shares in Q1 2016, an estimated $1.04M.
  • Midas Management first reported a position in Kimball International in Q3 2014 and held it in 6 quarters.
  • Midas Management's Kimball International position peaked at $2.18M in Q3 2014.
  • 104 funds tracked by Wall St. Rank held Kimball International as of Q1 2016.

Based on Midas Management's 13F filing for Q1 2016, filed 28 Apr 2016.