Doyle Wealth Management’s Kadant KAI Stock Holding History

Doyle 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 Q1	–	Sell	-65	Closed	-$5K	–	474
2018 Q4	$5K	Buy	+65	New	+$6.08K	﹤0.01%	717

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

Doyle Wealth Management's KAI Position: Q1 2019 in Review

Doyle Wealth Management sold out of Kadant (KAI) in Q1 2019, closing a stake of 65 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in KAI in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 173 funds tracked by Wall St. Rank hold KAI as of Q1 2019.

Doyle Wealth Management reported no remaining Kadant position as of Q1 2019 after selling out during the quarter.
Doyle Wealth Management sold 65 Kadant shares in Q1 2019, an estimated $5K.
Doyle Wealth Management first reported a position in Kadant in Q4 2018 and held it in 1 quarter.
Doyle Wealth Management's Kadant position peaked at $5K in Q4 2018.
173 funds tracked by Wall St. Rank held Kadant as of Q1 2019.

Based on Doyle Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.