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Eagle Global Advisors’s Kadant KAI Stock Holding History

Eagle Global Advisors’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
2016
Q2 		– Sell
-4,527
Closed -$204K – 381
2016
Q1 		$204K Buy
+4,527
New +$179K 0.01% 324
2015
Q3 		– Sell
-4,527
Closed -$214K – 387
2015
Q2 		$214K Hold
4,527
– – 0.01% 332
2015
Q1 		$238K Buy
+4,527
New +$200K 0.01% 281

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Eagle Global Advisors's KAI Position: Q2 2016 in Review

Eagle Global Advisors sold out of Kadant (KAI) in Q2 2016, closing a stake of 4,527 shares — an estimated $204K sold.

Eagle Global Advisors first reported a position in KAI in Q1 2015 and held it in 3 quarters. The position peaked at $238K in Q1 2015. 147 funds tracked by Wall St. Rank hold KAI as of Q2 2016.

  • Eagle Global Advisors reported no remaining Kadant position as of Q2 2016 after selling out during the quarter.
  • Eagle Global Advisors sold 4,527 Kadant shares in Q2 2016, an estimated $204K.
  • Eagle Global Advisors first reported a position in Kadant in Q1 2015 and held it in 3 quarters.
  • Eagle Global Advisors's Kadant position peaked at $238K in Q1 2015.
  • 147 funds tracked by Wall St. Rank held Kadant as of Q2 2016.

Based on Eagle Global Advisors's 13F filing for Q2 2016, filed 15 Aug 2016.