Capital Fund Management (CFM)
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Capital Fund Management (CFM)’s Kadant KAI Stock Holding History

Capital Fund Management (CFM)’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
-2,900
Closed -$313K – 2042
2018
Q3 		$313K Sell
2,900
-2,700
-48% -$268K ﹤0.01% 1749
2018
Q2 		$538K Buy
5,600
+1,600
+40% +$154K ﹤0.01% 1566
2018
Q1 		$378K Buy
+4,000
New +$393K ﹤0.01% 1555

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Capital Fund Management (CFM)'s KAI Position: Q4 2018 in Review

Capital Fund Management (CFM) sold out of Kadant (KAI) in Q4 2018, closing a stake of 2,900 shares — an estimated $313K sold.

Capital Fund Management (CFM) first reported a position in KAI in Q1 2018 and held it in 3 quarters. The position peaked at $538K in Q2 2018. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2018.

  • Capital Fund Management (CFM) reported no remaining Kadant position as of Q4 2018 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 2,900 Kadant shares in Q4 2018, an estimated $313K.
  • Capital Fund Management (CFM) first reported a position in Kadant in Q1 2018 and held it in 3 quarters.
  • Capital Fund Management (CFM)'s Kadant position peaked at $538K in Q2 2018.
  • 172 funds tracked by Wall St. Rank held Kadant as of Q4 2018.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2018, filed 13 Feb 2019.