TIA
KBAL

Trust Investment Advisors’s Kimball International KBAL Stock Holding History

Trust Investment 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
2018
Q1 		– Sell
-33,280
Closed -$621K – 89
2017
Q4 		$621K Buy
+33,280
New +$628K 0.69% 61

Other funds holding KBAL

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return

Trust Investment Advisors's KBAL Position: Q1 2018 in Review

Trust Investment Advisors sold out of Kimball International (KBAL) in Q1 2018, closing a stake of 33,280 shares — an estimated $621K sold.

Trust Investment Advisors first reported a position in KBAL in Q4 2017 and held it in 1 quarter. The position peaked at $621K in Q4 2017. 116 funds tracked by Wall St. Rank hold KBAL as of Q1 2018.

  • Trust Investment Advisors reported no remaining Kimball International position as of Q1 2018 after selling out during the quarter.
  • Trust Investment Advisors sold 33,280 Kimball International shares in Q1 2018, an estimated $621K.
  • Trust Investment Advisors first reported a position in Kimball International in Q4 2017 and held it in 1 quarter.
  • Trust Investment Advisors's Kimball International position peaked at $621K in Q4 2017.
  • 116 funds tracked by Wall St. Rank held Kimball International as of Q1 2018.

Based on Trust Investment Advisors's 13F filing for Q1 2018, filed 29 May 2018.