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Acrospire Investment Management’s Kadant KAI Stock Holding History

Acrospire Investment Management’s Portfolio KAI Stock Details KAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-339
Closed -$25K – 740
2017
Q2 		$25K Buy
+339
New +$23.6K 0.02% 1399
2017
Q1 		– Sell
-1,350
Closed -$83K – 2340
2016
Q4 		$83K Buy
1,350
+516
+62% +$29.7K 0.03% 1059
2016
Q3 		$43K Sell
834
-700
-46% -$37.4K 0.03% 1154
2016
Q2 		$79K Buy
1,534
+500
+48% +$24.2K 0.06% 672
2016
Q1 		$47K Buy
+1,034
New +$41K 0.03% 1009

Other funds holding KAI

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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Acrospire Investment Management's KAI Position: Q3 2017 in Review

Acrospire Investment Management sold out of Kadant (KAI) in Q3 2017, closing a stake of 339 shares — an estimated $25K sold.

Acrospire Investment Management first reported a position in KAI in Q1 2016 and held it in 5 quarters. The position peaked at $83K in Q4 2016. 161 funds tracked by Wall St. Rank hold KAI as of Q3 2017.

  • Acrospire Investment Management reported no remaining Kadant position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 339 Kadant shares in Q3 2017, an estimated $25K.
  • Acrospire Investment Management first reported a position in Kadant in Q1 2016 and held it in 5 quarters.
  • Acrospire Investment Management's Kadant position peaked at $83K in Q4 2016.
  • 161 funds tracked by Wall St. Rank held Kadant as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.