FineMark National Bank & Trust’s Kadant KAI Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-117	Closed	-$6K	–	1378
2016 Q2	$6K	Hold	117	–	–	﹤0.01%	1043
2016 Q1	$5K	Hold	117	–	–	﹤0.01%	1039
2015 Q4	$5K	Hold	117	–	–	﹤0.01%	1045
2015 Q3	$5K	Hold	117	–	–	﹤0.01%	1092
2015 Q2	$6K	Hold	117	–	–	﹤0.01%	1097
2015 Q1	$6K	Hold	117	–	–	﹤0.01%	1099
2014 Q4	$5K	Hold	117	–	–	﹤0.01%	1152
2014 Q3	$5K	Hold	117	–	–	﹤0.01%	1138
2014 Q2	$4K	Hold	117	–	–	﹤0.01%	1191
2014 Q1	$4K	Hold	117	–	–	﹤0.01%	1200
2013 Q4	$5K	Hold	117	–	–	﹤0.01%	1162
2013 Q3	$4K	Hold	117	–	–	﹤0.01%	1144
2013 Q2	$4K	Buy	+117	New	+$3.33K	﹤0.01%	1146

Other funds holding KAI

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

Royce & Associates New York $10.1B AUM 42.88% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FineMark National Bank & Trust's KAI Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Kadant (KAI) in Q3 2016, closing a stake of 117 shares — an estimated $6K sold.

FineMark National Bank & Trust first reported a position in KAI in Q2 2013 and held it in 13 quarters. The position peaked at $6K in Q2 2016. 141 funds tracked by Wall St. Rank hold KAI as of Q3 2016.

FineMark National Bank & Trust reported no remaining Kadant position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 117 Kadant shares in Q3 2016, an estimated $6K.
FineMark National Bank & Trust first reported a position in Kadant in Q2 2013 and held it in 13 quarters.
FineMark National Bank & Trust's Kadant position peaked at $6K in Q2 2016.
141 funds tracked by Wall St. Rank held Kadant as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.