NFG
KBAL

Next Financial Group’s Kimball International KBAL Stock Holding History

Next Financial Group’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
-360
Closed -$4K – 2428
2014
Q3 		$4K Buy
+360
New +$4.48K ﹤0.01% 2179

Other funds holding KBAL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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 $1.56T AUM 27.86% 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 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Next Financial Group's KBAL Position: Q4 2014 in Review

Next Financial Group sold out of Kimball International (KBAL) in Q4 2014, closing a stake of 360 shares — an estimated $4K sold.

Next Financial Group first reported a position in KBAL in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 113 funds tracked by Wall St. Rank hold KBAL as of Q4 2014.

  • Next Financial Group reported no remaining Kimball International position as of Q4 2014 after selling out during the quarter.
  • Next Financial Group sold 360 Kimball International shares in Q4 2014, an estimated $4K.
  • Next Financial Group first reported a position in Kimball International in Q3 2014 and held it in 1 quarter.
  • Next Financial Group's Kimball International position peaked at $4K in Q3 2014.
  • 113 funds tracked by Wall St. Rank held Kimball International as of Q4 2014.

Based on Next Financial Group's 13F filing for Q4 2014, filed 10 Feb 2015.