TWA
KBAL

TCI Wealth Advisors’s Kimball International KBAL Stock Holding History

TCI Wealth 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
2016
Q2 		– Sell
-280
Closed -$3K – 1405
2016
Q1 		$3K Hold
280
– – ﹤0.01% 880
2015
Q4 		$3K Hold
280
– – ﹤0.01% 828
2015
Q3 		$3K Buy
+280
New +$3.15K ﹤0.01% 752
2015
Q1 		– Sell
-280
Closed -$3K – 979
2014
Q4 		$3K Sell
280
-79
-22% -$851 ﹤0.01% 697
2014
Q3 		$4K Hold
359
– – ﹤0.01% 631
2014
Q2 		$5K Hold
359
– – ﹤0.01% 607
2014
Q1 		$5K Hold
359
– – ﹤0.01% 572
2013
Q4 		$4K Hold
359
– – ﹤0.01% 613
2013
Q3 		$3K Buy
+359
New +$3.04K ﹤0.01% 602

Other funds holding KBAL

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
NC
Northpointe Capital Bloomfield Hills, Michigan $258M AUM 1.97% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

TCI Wealth Advisors's KBAL Position: Q2 2016 in Review

TCI Wealth Advisors sold out of Kimball International (KBAL) in Q2 2016, closing a stake of 280 shares — an estimated $3K sold.

TCI Wealth Advisors first reported a position in KBAL in Q3 2013 and held it in 9 quarters. The position peaked at $5K in Q2 2014. 105 funds tracked by Wall St. Rank hold KBAL as of Q2 2016.

  • TCI Wealth Advisors reported no remaining Kimball International position as of Q2 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 280 Kimball International shares in Q2 2016, an estimated $3K.
  • TCI Wealth Advisors first reported a position in Kimball International in Q3 2013 and held it in 9 quarters.
  • TCI Wealth Advisors's Kimball International position peaked at $5K in Q2 2014.
  • 105 funds tracked by Wall St. Rank held Kimball International as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.