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C.M. Bidwell & Associates’s Kadant KAI Stock Holding History

C.M. Bidwell & 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
2018
Q3 		– Sell
-1,175
Closed -$113K – 424
2018
Q2 		$113K Sell
1,175
-30
-2% -$2.88K 0.1% 173
2018
Q1 		$114K Sell
1,205
-1,710
-59% -$168K 0.1% 184
2017
Q4 		$293K Sell
2,915
-345
-11% -$35K 0.25% 111
2017
Q3 		$321K Buy
3,260
+925
+40% +$78.5K 0.49% 75
2017
Q2 		$176K Buy
+2,335
New +$163K 0.04% 158

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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

C.M. Bidwell & Associates's KAI Position: Q3 2018 in Review

C.M. Bidwell & Associates sold out of Kadant (KAI) in Q3 2018, closing a stake of 1,175 shares — an estimated $113K sold.

C.M. Bidwell & Associates first reported a position in KAI in Q2 2017 and held it in 5 quarters. The position peaked at $321K in Q3 2017. 163 funds tracked by Wall St. Rank hold KAI as of Q3 2018.

  • C.M. Bidwell & Associates reported no remaining Kadant position as of Q3 2018 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,175 Kadant shares in Q3 2018, an estimated $113K.
  • C.M. Bidwell & Associates first reported a position in Kadant in Q2 2017 and held it in 5 quarters.
  • C.M. Bidwell & Associates's Kadant position peaked at $321K in Q3 2017.
  • 163 funds tracked by Wall St. Rank held Kadant as of Q3 2018.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2018, filed 13 Nov 2018.