UMA
KBAL

USA Mutuals Advisors’s Kimball International KBAL Stock Holding History

USA Mutuals 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
Q3 		– Sell
-190
Closed -$2K – 156
2016
Q2 		$2K Hold
190
– – ﹤0.01% 179
2016
Q1 		$2K Hold
190
– – ﹤0.01% 169
2015
Q4 		$2K Buy
+190
New +$2.11K ﹤0.01% 183

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
TA
Teton Advisors Rye, New York $142M AUM 42.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

USA Mutuals Advisors's KBAL Position: Q3 2016 in Review

USA Mutuals Advisors sold out of Kimball International (KBAL) in Q3 2016, closing a stake of 190 shares — an estimated $2K sold.

USA Mutuals Advisors first reported a position in KBAL in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 98 funds tracked by Wall St. Rank hold KBAL as of Q3 2016.

  • USA Mutuals Advisors reported no remaining Kimball International position as of Q3 2016 after selling out during the quarter.
  • USA Mutuals Advisors sold 190 Kimball International shares in Q3 2016, an estimated $2K.
  • USA Mutuals Advisors first reported a position in Kimball International in Q4 2015 and held it in 3 quarters.
  • USA Mutuals Advisors's Kimball International position peaked at $2K in Q2 2016.
  • 98 funds tracked by Wall St. Rank held Kimball International as of Q3 2016.

Based on USA Mutuals Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.