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Invictus RG’s Kadant KAI Stock Holding History

Invictus RG’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
Q4 		– Sell
-4,830
Closed -$476K – 370
2017
Q3 		$476K Buy
+4,830
New +$410K 0.43% 64

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Invictus RG's KAI Position: Q4 2017 in Review

Invictus RG sold out of Kadant (KAI) in Q4 2017, closing a stake of 4,830 shares — an estimated $476K sold.

Invictus RG first reported a position in KAI in Q3 2017 and held it in 1 quarter. The position peaked at $476K in Q3 2017. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2017.

  • Invictus RG reported no remaining Kadant position as of Q4 2017 after selling out during the quarter.
  • Invictus RG sold 4,830 Kadant shares in Q4 2017, an estimated $476K.
  • Invictus RG first reported a position in Kadant in Q3 2017 and held it in 1 quarter.
  • Invictus RG's Kadant position peaked at $476K in Q3 2017.
  • 172 funds tracked by Wall St. Rank held Kadant as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.