RFM
KBAL

Royal Fund Management’s Kimball International KBAL Stock Holding History

Royal Fund Management’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
2019
Q2 		– Sell
-542
Closed -$7K – 688
2019
Q1 		$7K Hold
542
– – ﹤0.01% 402
2018
Q4 		$7K Hold
542
– – ﹤0.01% 386
2018
Q3 		$9K Buy
+542
New +$9.21K ﹤0.01% 343

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Royal Fund Management's KBAL Position: Q2 2019 in Review

Royal Fund Management sold out of Kimball International (KBAL) in Q2 2019, closing a stake of 542 shares — an estimated $7K sold.

Royal Fund Management first reported a position in KBAL in Q3 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 126 funds tracked by Wall St. Rank hold KBAL as of Q2 2019.

  • Royal Fund Management reported no remaining Kimball International position as of Q2 2019 after selling out during the quarter.
  • Royal Fund Management sold 542 Kimball International shares in Q2 2019, an estimated $7K.
  • Royal Fund Management first reported a position in Kimball International in Q3 2018 and held it in 3 quarters.
  • Royal Fund Management's Kimball International position peaked at $9K in Q3 2018.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q2 2019.

Based on Royal Fund Management's 13F filing for Q2 2019, filed 8 May 2020.