BCM
KAI icon

Brookstone Capital Management’s Kadant KAI Stock Holding History

Brookstone Capital 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
2015
Q4 		– Sell
-100
Closed -$4K – 542
2015
Q3 		$4K Hold
100
– – ﹤0.01% 1532
2015
Q2 		$5K Buy
+100
New +$4.98K ﹤0.01% 1488

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Brookstone Capital Management's KAI Position: Q4 2015 in Review

Brookstone Capital Management sold out of Kadant (KAI) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Brookstone Capital Management first reported a position in KAI in Q2 2015 and held it in 2 quarters. The position peaked at $5K in Q2 2015. 136 funds tracked by Wall St. Rank hold KAI as of Q4 2015.

  • Brookstone Capital Management reported no remaining Kadant position as of Q4 2015 after selling out during the quarter.
  • Brookstone Capital Management sold 100 Kadant shares in Q4 2015, an estimated $4K.
  • Brookstone Capital Management first reported a position in Kadant in Q2 2015 and held it in 2 quarters.
  • Brookstone Capital Management's Kadant position peaked at $5K in Q2 2015.
  • 136 funds tracked by Wall St. Rank held Kadant as of Q4 2015.

Based on Brookstone Capital Management's 13F filing for Q4 2015, filed 14 Jan 2016.