Brick & Kyle Associates’s Kadant KAI Stock Holding History

Brick & Kyle Associates’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
2015 Q2	–	Sell	-248	Closed	-$13K	–	454
2015 Q1	$13K	Buy	+248	New	+$11K	0.01%	340

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

BIT

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

Brick & Kyle Associates's KAI Position: Q2 2015 in Review

Brick & Kyle Associates sold out of Kadant (KAI) in Q2 2015, closing a stake of 248 shares — an estimated $13K sold.

Brick & Kyle Associates first reported a position in KAI in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 145 funds tracked by Wall St. Rank hold KAI as of Q2 2015.

Brick & Kyle Associates reported no remaining Kadant position as of Q2 2015 after selling out during the quarter.
Brick & Kyle Associates sold 248 Kadant shares in Q2 2015, an estimated $13K.
Brick & Kyle Associates first reported a position in Kadant in Q1 2015 and held it in 1 quarter.
Brick & Kyle Associates's Kadant position peaked at $13K in Q1 2015.
145 funds tracked by Wall St. Rank held Kadant as of Q2 2015.

Based on Brick & Kyle Associates's 13F filing for Q2 2015, filed 14 Jul 2015.