SCA
KBAL

Secor Capital Advisors’s Kimball International KBAL Stock Holding History

Secor Capital 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
2019
Q2 		– Sell
-19,617
Closed -$277K – 306
2019
Q1 		$277K Buy
+19,617
New +$294K 0.06% 339
2018
Q1 		– Sell
-16,628
Closed -$310K – 670
2017
Q4 		$310K Sell
16,628
-37,012
-69% -$699K 0.01% 417
2017
Q3 		$1.06M Sell
53,640
-33,204
-38% -$566K 0.1% 265
2017
Q2 		$1.45M Buy
86,844
+37,725
+77% +$654K 0.13% 225
2017
Q1 		$810K Sell
49,119
-3,733
-7% -$62.4K 0.09% 275
2016
Q4 		$928K Buy
+52,852
New +$776K 0.11% 248
2016
Q3 		– Sell
-41,881
Closed -$476K – 696
2016
Q2 		$476K Buy
41,881
+13,722
+49% +$156K 0.06% 412
2016
Q1 		$320K Sell
28,159
-10,176
-27% -$107K 0.04% 419
2015
Q4 		$375K Sell
38,335
-25,441
-40% -$282K 0.11% 318
2015
Q3 		$603K Buy
63,776
+27,760
+77% +$312K 0.19% 192
2015
Q2 		$438K Buy
36,016
+5,131
+17% +$59.1K 0.16% 241
2015
Q1 		$324K Sell
30,885
-1,381
-4% -$13.1K 0.13% 291
2014
Q4 		$294K Buy
32,266
+15,927
+97% +$172K 0.12% 279
2014
Q3 		$192K Buy
+16,339
New +$204K 0.11% 278
2014
Q1 		– Sell
-44,569
Closed -$523K – 406
2013
Q4 		$523K Buy
+44,569
New +$447K 0.21% 196

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

Secor Capital Advisors's KBAL Position: Q2 2019 in Review

Secor Capital Advisors sold out of Kimball International (KBAL) in Q2 2019, closing a stake of 19,617 shares — an estimated $277K sold.

Secor Capital Advisors first reported a position in KBAL in Q4 2013 and held it in 15 quarters. The position peaked at $1.45M in Q2 2017. 126 funds tracked by Wall St. Rank hold KBAL as of Q2 2019.

  • Secor Capital Advisors reported no remaining Kimball International position as of Q2 2019 after selling out during the quarter.
  • Secor Capital Advisors sold 19,617 Kimball International shares in Q2 2019, an estimated $277K.
  • Secor Capital Advisors first reported a position in Kimball International in Q4 2013 and held it in 15 quarters.
  • Secor Capital Advisors's Kimball International position peaked at $1.45M in Q2 2017.
  • 126 funds tracked by Wall St. Rank held Kimball International as of Q2 2019.

Based on Secor Capital Advisors's 13F filing for Q2 2019.