RA
KBAL

Rational Advisors’s Kimball International KBAL Stock Holding History

Rational Advisors’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
2017
Q4 		– Sell
-17,100
Closed -$338K – 395
2017
Q3 		$338K Sell
17,100
-1,400
-8% -$23.9K 0.18% 127
2017
Q2 		$309K Hold
18,500
– – 0.19% 132
2017
Q1 		$305K Buy
+18,500
New +$309K 0.2% 125

Other funds holding KBAL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rational Advisors's KBAL Position: Q4 2017 in Review

Rational Advisors sold out of Kimball International (KBAL) in Q4 2017, closing a stake of 17,100 shares — an estimated $338K sold.

Rational Advisors first reported a position in KBAL in Q1 2017 and held it in 3 quarters. The position peaked at $338K in Q3 2017. 123 funds tracked by Wall St. Rank hold KBAL as of Q4 2017.

  • Rational Advisors reported no remaining Kimball International position as of Q4 2017 after selling out during the quarter.
  • Rational Advisors sold 17,100 Kimball International shares in Q4 2017, an estimated $338K.
  • Rational Advisors first reported a position in Kimball International in Q1 2017 and held it in 3 quarters.
  • Rational Advisors's Kimball International position peaked at $338K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held Kimball International as of Q4 2017.

Based on Rational Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.