AHL Partners’s Kadant KAI Stock Holding History

AHL Partners’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 Q4	–	Sell	-6,600	Closed	-$650K	–	1304
2017 Q3	$650K	Buy	+6,600	New	+$560K	0.01%	981
2017 Q2	–	Sell	-4,341	Closed	-$258K	–	1171
2017 Q1	$258K	Buy	+4,341	New	+$264K	0.01%	1111
2016 Q4	–	Sell	-4,454	Closed	-$232K	–	1110
2016 Q3	$232K	Buy	+4,454	New	+$238K	0.01%	1056

Other funds holding KAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

AHL Partners's KAI Position: Q4 2017 in Review

AHL Partners sold out of Kadant (KAI) in Q4 2017, closing a stake of 6,600 shares — an estimated $650K sold.

AHL Partners first reported a position in KAI in Q3 2016 and held it in 3 quarters. The position peaked at $650K in Q3 2017. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2017.

AHL Partners reported no remaining Kadant position as of Q4 2017 after selling out during the quarter.
AHL Partners sold 6,600 Kadant shares in Q4 2017, an estimated $650K.
AHL Partners first reported a position in Kadant in Q3 2016 and held it in 3 quarters.
AHL Partners's Kadant position peaked at $650K in Q3 2017.
172 funds tracked by Wall St. Rank held Kadant as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.