Capital Bank & Trust’s Kadant KAI Stock Holding History

Capital Bank & Trust’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
2019 Q1	–	Sell	-153	Closed	-$12K	–	722
2018 Q4	$12K	Buy	+153	New	+$14.3K	﹤0.01%	549

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

Capital Bank & Trust's KAI Position: Q1 2019 in Review

Capital Bank & Trust sold out of Kadant (KAI) in Q1 2019, closing a stake of 153 shares — an estimated $12K sold.

Capital Bank & Trust first reported a position in KAI in Q4 2018 and held it in 1 quarter. The position peaked at $12K in Q4 2018. 173 funds tracked by Wall St. Rank hold KAI as of Q1 2019.

Capital Bank & Trust reported no remaining Kadant position as of Q1 2019 after selling out during the quarter.
Capital Bank & Trust sold 153 Kadant shares in Q1 2019, an estimated $12K.
Capital Bank & Trust first reported a position in Kadant in Q4 2018 and held it in 1 quarter.
Capital Bank & Trust's Kadant position peaked at $12K in Q4 2018.
173 funds tracked by Wall St. Rank held Kadant as of Q1 2019.

Based on Capital Bank & Trust's 13F filing for Q1 2019, filed 15 May 2019.