Highlander Capital Management’s Kadant KAI Stock Holding History

Highlander Capital 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
2016 Q3	–	Sell	-5,792	Closed	-$298K	–	782
2016 Q2	$298K	Hold	5,792	–	–	0.27%	104
2016 Q1	$262K	Sell	5,792 -608	-10%	-$24.1K	0.25%	116
2015 Q4	$260K	Sell	6,400 -3,000	-32%	-$124K	0.24%	113
2015 Q3	$366K	Hold	9,400	–	–	0.35%	76
2015 Q2	$444K	Hold	9,400	–	–	0.4%	65
2015 Q1	$495K	Hold	9,400	–	–	0.43%	59
2014 Q4	$401K	Sell	9,400 -400	-4%	-$16.2K	0.35%	75
2014 Q3	$383K	Hold	9,800	–	–	0.36%	74
2014 Q2	$377K	Buy	9,800 +500	+5%	+$18.5K	0.34%	82
2014 Q1	$339K	Buy	9,300 +5,000	+116%	+$189K	0.32%	87
2013 Q4	$174K	Hold	4,300	–	–	0.16%	157
2013 Q3	$144K	Sell	4,300 -200	-4%	-$6.57K	0.14%	173
2013 Q2	$136K	Buy	+4,500	New	+$128K	0.14%	174

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

Highlander Capital Management's KAI Position: Q3 2016 in Review

Highlander Capital Management sold out of Kadant (KAI) in Q3 2016, closing a stake of 5,792 shares — an estimated $298K sold.

Highlander Capital Management first reported a position in KAI in Q2 2013 and held it in 13 quarters. The position peaked at $495K in Q1 2015. 141 funds tracked by Wall St. Rank hold KAI as of Q3 2016.

Highlander Capital Management reported no remaining Kadant position as of Q3 2016 after selling out during the quarter.
Highlander Capital Management sold 5,792 Kadant shares in Q3 2016, an estimated $298K.
Highlander Capital Management first reported a position in Kadant in Q2 2013 and held it in 13 quarters.
Highlander Capital Management's Kadant position peaked at $495K in Q1 2015.
141 funds tracked by Wall St. Rank held Kadant as of Q3 2016.

Based on Highlander Capital Management's 13F filing for Q3 2016, filed 15 Nov 2016.