NPC
KBAL

National Planning Corporation’s Kimball International KBAL Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-600
Closed -$5.33K – 2179
2014
Q4 		$5.33K Buy
+600
New +$6.46K ﹤0.01% 2291

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

National Planning Corporation's KBAL Position: Q1 2015 in Review

National Planning Corporation sold out of Kimball International (KBAL) in Q1 2015, closing a stake of 600 shares — an estimated $5.33K sold.

National Planning Corporation first reported a position in KBAL in Q4 2014 and held it in 1 quarter. The position peaked at $5.33K in Q4 2014. 102 funds tracked by Wall St. Rank hold KBAL as of Q1 2015.

  • National Planning Corporation reported no remaining Kimball International position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 600 Kimball International shares in Q1 2015, an estimated $5.33K.
  • National Planning Corporation first reported a position in Kimball International in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Kimball International position peaked at $5.33K in Q4 2014.
  • 102 funds tracked by Wall St. Rank held Kimball International as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.