Globeflex Capital’s Kadant KAI Stock Holding History

Globeflex Capital’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
2015 Q3	–	Sell	-5,090	Closed	-$240K	–	535
2015 Q2	$240K	Hold	5,090	–	–	0.04%	365
2015 Q1	$268K	Buy	+5,090	New	+$225K	0.05%	334

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

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

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

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Globeflex Capital's KAI Position: Q3 2015 in Review

Globeflex Capital sold out of Kadant (KAI) in Q3 2015, closing a stake of 5,090 shares — an estimated $240K sold.

Globeflex Capital first reported a position in KAI in Q1 2015 and held it in 2 quarters. The position peaked at $268K in Q1 2015. 137 funds tracked by Wall St. Rank hold KAI as of Q3 2015.

Globeflex Capital reported no remaining Kadant position as of Q3 2015 after selling out during the quarter.
Globeflex Capital sold 5,090 Kadant shares in Q3 2015, an estimated $240K.
Globeflex Capital first reported a position in Kadant in Q1 2015 and held it in 2 quarters.
Globeflex Capital's Kadant position peaked at $268K in Q1 2015.
137 funds tracked by Wall St. Rank held Kadant as of Q3 2015.

Based on Globeflex Capital's 13F filing for Q3 2015, filed 9 Nov 2015.