Empirical Finance’s Kadant KAI Stock Holding History

Empirical Finance’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
2017 Q1	–	Sell	-78	Closed	-$5K	–	333
2016 Q4	$5K	Buy	+78	New	+$4.49K	﹤0.01%	538

Other funds holding KAI

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Empirical Finance's KAI Position: Q1 2017 in Review

Empirical Finance sold out of Kadant (KAI) in Q1 2017, closing a stake of 78 shares — an estimated $5K sold.

Empirical Finance first reported a position in KAI in Q4 2016 and held it in 1 quarter. The position peaked at $5K in Q4 2016. 139 funds tracked by Wall St. Rank hold KAI as of Q1 2017.

Empirical Finance reported no remaining Kadant position as of Q1 2017 after selling out during the quarter.
Empirical Finance sold 78 Kadant shares in Q1 2017, an estimated $5K.
Empirical Finance first reported a position in Kadant in Q4 2016 and held it in 1 quarter.
Empirical Finance's Kadant position peaked at $5K in Q4 2016.
139 funds tracked by Wall St. Rank held Kadant as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.