PAG
KBAL

Private Advisor Group’s Kimball International KBAL Stock Holding History

Private Advisor 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
2020
Q3 		– Sell
-9,004
Closed -$104K – 3680
2020
Q2 		$104K Buy
+9,004
New +$103K ﹤0.01% 1688

Other funds holding KBAL

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
SAM
Scion Asset Management Saratoga, California $1.38B AUM 43.96% 1-Year Est. Return

Private Advisor Group's KBAL Position: Q3 2020 in Review

Private Advisor Group sold out of Kimball International (KBAL) in Q3 2020, closing a stake of 9,004 shares — an estimated $104K sold.

Private Advisor Group first reported a position in KBAL in Q2 2020 and held it in 1 quarter. The position peaked at $104K in Q2 2020. 138 funds tracked by Wall St. Rank hold KBAL as of Q3 2020.

  • Private Advisor Group reported no remaining Kimball International position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 9,004 Kimball International shares in Q3 2020, an estimated $104K.
  • Private Advisor Group first reported a position in Kimball International in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Kimball International position peaked at $104K in Q2 2020.
  • 138 funds tracked by Wall St. Rank held Kimball International as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.