RIA
KBAL

Realta Investment Advisors’s Kimball International KBAL Stock Holding History

Realta Investment 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
2020
Q1 		– Sell
-89
Closed -$2K – 1505
2019
Q4 		$2K Hold
89
– – ﹤0.01% 1511
2019
Q3 		$2K Hold
89
– – ﹤0.01% 1531
2019
Q2 		$2K Buy
+89
New +$1.41K ﹤0.01% 1603

Other funds holding KBAL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Realta Investment Advisors's KBAL Position: Q1 2020 in Review

Realta Investment Advisors sold out of Kimball International (KBAL) in Q1 2020, closing a stake of 89 shares — an estimated $2K sold.

Realta Investment Advisors first reported a position in KBAL in Q2 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 126 funds tracked by Wall St. Rank hold KBAL as of Q1 2020.

  • Realta Investment Advisors reported no remaining Kimball International position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 89 Kimball International shares in Q1 2020, an estimated $2K.
  • Realta Investment Advisors first reported a position in Kimball International in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Kimball International position peaked at $2K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.