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Destination Wealth Management’s Kadant KAI Stock Holding History

Destination Wealth 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
2019
Q3 		– Sell
-121
Closed -$11K – 327
2019
Q2 		$11K Hold
121
– – ﹤0.01% 427
2019
Q1 		$11K Hold
121
– – ﹤0.01% 453
2018
Q4 		$10K Hold
121
– – ﹤0.01% 405
2018
Q3 		$13K Hold
121
– – ﹤0.01% 440
2018
Q2 		$12K Buy
+121
New +$11.6K ﹤0.01% 384

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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

Destination Wealth Management's KAI Position: Q3 2019 in Review

Destination Wealth Management sold out of Kadant (KAI) in Q3 2019, closing a stake of 121 shares — an estimated $11K sold.

Destination Wealth Management first reported a position in KAI in Q2 2018 and held it in 5 quarters. The position peaked at $13K in Q3 2018. 148 funds tracked by Wall St. Rank hold KAI as of Q3 2019.

  • Destination Wealth Management reported no remaining Kadant position as of Q3 2019 after selling out during the quarter.
  • Destination Wealth Management sold 121 Kadant shares in Q3 2019, an estimated $11K.
  • Destination Wealth Management first reported a position in Kadant in Q2 2018 and held it in 5 quarters.
  • Destination Wealth Management's Kadant position peaked at $13K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held Kadant as of Q3 2019.

Based on Destination Wealth Management's 13F filing for Q3 2019, filed 13 Nov 2019.