Bellwether Investment Group’s Kadant KAI Stock Holding History

Bellwether Investment Group’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 Q2	–	Sell	-162	Closed	-$10K	–	340
2017 Q1	$10K	Buy	162 +7	+5%	+$425	0.03%	488
2016 Q4	$9K	Buy	+155	New	+$8.92K	0.01%	662

Other funds holding KAI

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

BlackRock New York $5.72T AUM 30.48% 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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's KAI Position: Q2 2017 in Review

Bellwether Investment Group sold out of Kadant (KAI) in Q2 2017, closing a stake of 162 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in KAI in Q4 2016 and held it in 2 quarters. The position peaked at $10K in Q1 2017. 148 funds tracked by Wall St. Rank hold KAI as of Q2 2017.

Bellwether Investment Group reported no remaining Kadant position as of Q2 2017 after selling out during the quarter.
Bellwether Investment Group sold 162 Kadant shares in Q2 2017, an estimated $10K.
Bellwether Investment Group first reported a position in Kadant in Q4 2016 and held it in 2 quarters.
Bellwether Investment Group's Kadant position peaked at $10K in Q1 2017.
148 funds tracked by Wall St. Rank held Kadant as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.