BLB&B Advisors’s Kadant KAI Stock Holding History

BLB&B Advisors’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
2014 Q1	–	Sell	-10,790	Closed	-$437K	–	278
2013 Q4	$437K	Buy	10,790 +800	+8%	+$30.1K	0.1%	167
2013 Q3	$336K	Buy	9,990 +2,670	+36%	+$87.6K	0.09%	182
2013 Q2	$221K	Buy	+7,320	New	+$208K	0.06%	211

Other funds holding KAI

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

BLB&B Advisors's KAI Position: Q1 2014 in Review

BLB&B Advisors sold out of Kadant (KAI) in Q1 2014, closing a stake of 10,790 shares — an estimated $437K sold.

BLB&B Advisors first reported a position in KAI in Q2 2013 and held it in 3 quarters. The position peaked at $437K in Q4 2013. 122 funds tracked by Wall St. Rank hold KAI as of Q1 2014.

BLB&B Advisors reported no remaining Kadant position as of Q1 2014 after selling out during the quarter.
BLB&B Advisors sold 10,790 Kadant shares in Q1 2014, an estimated $437K.
BLB&B Advisors first reported a position in Kadant in Q2 2013 and held it in 3 quarters.
BLB&B Advisors's Kadant position peaked at $437K in Q4 2013.
122 funds tracked by Wall St. Rank held Kadant as of Q1 2014.

Based on BLB&B Advisors's 13F filing for Q1 2014, filed 11 Apr 2014.