WI
KBAL

WBI Investments’s Kimball International KBAL Stock Holding History

WBI Investments’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
Q4 		– Sell
-31,758
Closed -$628K – 387
2017
Q3 		$628K Sell
31,758
-730
-2% -$12.5K 0.03% 222
2017
Q2 		$542K Sell
32,488
-9,896
-23% -$172K 0.02% 239
2017
Q1 		$699K Buy
+42,384
New +$708K 0.03% 224

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
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

WBI Investments's KBAL Position: Q4 2017 in Review

WBI Investments sold out of Kimball International (KBAL) in Q4 2017, closing a stake of 31,758 shares — an estimated $628K sold.

WBI Investments first reported a position in KBAL in Q1 2017 and held it in 3 quarters. The position peaked at $699K in Q1 2017. 123 funds tracked by Wall St. Rank hold KBAL as of Q4 2017.

  • WBI Investments reported no remaining Kimball International position as of Q4 2017 after selling out during the quarter.
  • WBI Investments sold 31,758 Kimball International shares in Q4 2017, an estimated $628K.
  • WBI Investments first reported a position in Kimball International in Q1 2017 and held it in 3 quarters.
  • WBI Investments's Kimball International position peaked at $699K in Q1 2017.
  • 123 funds tracked by Wall St. Rank held Kimball International as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.