Bailard’s Kadant KAI Stock Holding History

Bailard’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
2016 Q1	–	Sell	-20,400	Closed	-$828K	–	301
2015 Q4	$828K	Buy	+20,400	New	+$840K	0.36%	101

Other funds holding KAI

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

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

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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Bailard's KAI Position: Q1 2016 in Review

Bailard sold out of Kadant (KAI) in Q1 2016, closing a stake of 20,400 shares — an estimated $828K sold.

Bailard first reported a position in KAI in Q4 2015 and held it in 1 quarter. The position peaked at $828K in Q4 2015. 133 funds tracked by Wall St. Rank hold KAI as of Q1 2016.

Bailard reported no remaining Kadant position as of Q1 2016 after selling out during the quarter.
Bailard sold 20,400 Kadant shares in Q1 2016, an estimated $828K.
Bailard first reported a position in Kadant in Q4 2015 and held it in 1 quarter.
Bailard's Kadant position peaked at $828K in Q4 2015.
133 funds tracked by Wall St. Rank held Kadant as of Q1 2016.

Based on Bailard's 13F filing for Q1 2016, filed 16 May 2016.