BOK Financial Private Wealth’s Kadant KAI Stock Holding History

BOK Financial Private Wealth’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
2018 Q4	–	Sell	-2,000	Closed	-$216K	–	131
2018 Q3	$216K	Buy	+2,000	New	+$199K	0.03%	101

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

BOK Financial Private Wealth's KAI Position: Q4 2018 in Review

BOK Financial Private Wealth sold out of Kadant (KAI) in Q4 2018, closing a stake of 2,000 shares — an estimated $216K sold.

BOK Financial Private Wealth first reported a position in KAI in Q3 2018 and held it in 1 quarter. The position peaked at $216K in Q3 2018. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2018.

BOK Financial Private Wealth reported no remaining Kadant position as of Q4 2018 after selling out during the quarter.
BOK Financial Private Wealth sold 2,000 Kadant shares in Q4 2018, an estimated $216K.
BOK Financial Private Wealth first reported a position in Kadant in Q3 2018 and held it in 1 quarter.
BOK Financial Private Wealth's Kadant position peaked at $216K in Q3 2018.
172 funds tracked by Wall St. Rank held Kadant as of Q4 2018.

Based on BOK Financial Private Wealth's 13F filing for Q4 2018, filed 13 Feb 2019.