TC
KBAL

TFS Capital’s Kimball International KBAL Stock Holding History

TFS Capital’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
2017
Q3 		– Sell
-12,514
Closed -$209K – 419
2017
Q2 		$209K Buy
+12,514
New +$217K 0.08% 432
2017
Q1 		– Sell
-13,846
Closed -$243K – 899
2016
Q4 		$243K Sell
13,846
-12,349
-47% -$181K 0.07% 456
2016
Q3 		$339K Sell
26,195
-28,519
-52% -$348K 0.08% 396
2016
Q2 		$623K Buy
54,714
+42,252
+339% +$479K 0.11% 319
2016
Q1 		$141K Sell
12,462
-62,210
-83% -$656K 0.02% 832
2015
Q4 		$730K Buy
+74,672
New +$828K 0.08% 349
2015
Q3 		– Sell
-16,269
Closed -$198K – 1083
2015
Q2 		$198K Buy
+16,269
New +$187K 0.02% 750
2014
Q3 		– Sell
-42,196
Closed -$551K – 1266
2014
Q2 		$551K Sell
42,196
-173,842
-80% -$2.29M 0.04% 612
2014
Q1 		$3.05M Sell
216,038
-142,433
-40% -$1.88M 0.2% 135
2013
Q4 		$4.21M Buy
358,471
+259,752
+263% +$2.61M 0.2% 143
2013
Q3 		$855K Buy
98,719
+39,138
+66% +$331K 0.04% 645
2013
Q2 		$452K Buy
+59,581
New +$449K 0.02% 942

Other funds holding KBAL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TFS Capital's KBAL Position: Q3 2017 in Review

TFS Capital sold out of Kimball International (KBAL) in Q3 2017, closing a stake of 12,514 shares — an estimated $209K sold.

TFS Capital first reported a position in KBAL in Q2 2013 and held it in 12 quarters. The position peaked at $4.21M in Q4 2013. 122 funds tracked by Wall St. Rank hold KBAL as of Q3 2017.

  • TFS Capital reported no remaining Kimball International position as of Q3 2017 after selling out during the quarter.
  • TFS Capital sold 12,514 Kimball International shares in Q3 2017, an estimated $209K.
  • TFS Capital first reported a position in Kimball International in Q2 2013 and held it in 12 quarters.
  • TFS Capital's Kimball International position peaked at $4.21M in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Kimball International as of Q3 2017.

Based on TFS Capital's 13F filing for Q3 2017.