SWP
KBAL

Stratos Wealth Partners’s Kimball International KBAL Stock Holding History

Stratos Wealth Partners’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
2018
Q2 		– Sell
-200
Closed -$3K – 2766
2018
Q1 		$3K Sell
200
-150
-43% -$2.65K ﹤0.01% 2800
2017
Q4 		$7K Buy
+350
New +$6.61K ﹤0.01% 2295

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Vanguard Group
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Acadian Asset Management
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PAIM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stratos Wealth Partners's KBAL Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Kimball International (KBAL) in Q2 2018, closing a stake of 200 shares — an estimated $3K sold.

Stratos Wealth Partners first reported a position in KBAL in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 108 funds tracked by Wall St. Rank hold KBAL as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Kimball International position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 200 Kimball International shares in Q2 2018, an estimated $3K.
  • Stratos Wealth Partners first reported a position in Kimball International in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Kimball International position peaked at $7K in Q4 2017.
  • 108 funds tracked by Wall St. Rank held Kimball International as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.