MOACM
KBAL

Mutual of America Capital Management’s Kimball International KBAL Stock Holding History

Mutual of America Capital 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
2014
Q4 		– Sell
-3,459
Closed -$41K – 1264
2014
Q3 		$41K Hold
3,459
– – ﹤0.01% 1200
2014
Q2 		$45K Hold
3,459
– – ﹤0.01% 1203
2014
Q1 		$49K Buy
+3,459
New +$45.6K ﹤0.01% 1205

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 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

Mutual of America Capital Management's KBAL Position: Q4 2014 in Review

Mutual of America Capital Management sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 3,459 shares — an estimated $41K sold.

Mutual of America Capital Management first reported a position in KBAL in Q1 2014 and held it in 3 quarters. The position peaked at $49K in Q1 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Mutual of America Capital Management reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Mutual of America Capital Management sold 3,459 Kimball International shares in Q4 2014, an estimated $41K.
  • Mutual of America Capital Management first reported a position in Kimball International in Q1 2014 and held it in 3 quarters.
  • Mutual of America Capital Management's Kimball International position peaked at $49K in Q1 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Mutual of America Capital Management's 13F filing for Q4 2014, filed 4 Feb 2015.