Bay Harbor Wealth Management’s Kadant KAI Stock Holding History

Bay Harbor Wealth 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
2020 Q1	–	Sell	-132	Closed	-$14K	–	374
2019 Q4	$14K	Sell	132 -40	-23%	-$3.8K	0.01%	213
2019 Q3	$15K	Hold	172	–	–	0.01%	220
2019 Q2	$16K	Hold	172	–	–	0.01%	222
2019 Q1	$15K	Hold	172	–	–	0.01%	248
2018 Q4	$14K	Buy	+172	New	+$16.1K	0.01%	235

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bay Harbor Wealth Management's KAI Position: Q1 2020 in Review

Bay Harbor Wealth Management sold out of Kadant (KAI) in Q1 2020, closing a stake of 132 shares — an estimated $14K sold.

Bay Harbor Wealth Management first reported a position in KAI in Q4 2018 and held it in 5 quarters. The position peaked at $16K in Q2 2019. 130 funds tracked by Wall St. Rank hold KAI as of Q1 2020.

Bay Harbor Wealth Management reported no remaining Kadant position as of Q1 2020 after selling out during the quarter.
Bay Harbor Wealth Management sold 132 Kadant shares in Q1 2020, an estimated $14K.
Bay Harbor Wealth Management first reported a position in Kadant in Q4 2018 and held it in 5 quarters.
Bay Harbor Wealth Management's Kadant position peaked at $16K in Q2 2019.
130 funds tracked by Wall St. Rank held Kadant as of Q1 2020.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2020, filed 20 May 2020.