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Ladenburg Thalmann Financial Services’s Kadant KAI Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$15K Sell
139
-12
-8% -$1.14K ﹤0.01% 4288
2019
Q3 		$14K Buy
151
+18
+14% +$1.54K ﹤0.01% 4230
2019
Q2 		$12K Hold
133
– – ﹤0.01% 4350
2019
Q1 		$12K Hold
133
– – ﹤0.01% 4285
2018
Q4 		$11K Buy
133
+1
+0.8% +$94 ﹤0.01% 4220
2018
Q3 		$14K Sell
132
-75
-36% -$7.45K ﹤0.01% 4107
2018
Q2 		$20K Hold
207
– – ﹤0.01% 3823
2018
Q1 		$20K Hold
207
– – ﹤0.01% 3823
2017
Q4 		$21K Buy
207
+1
+0.5% +$101 ﹤0.01% 3763
2017
Q3 		$20K Buy
206
+50
+32% +$4.24K ﹤0.01% 3679
2017
Q2 		$12K Hold
156
– – ﹤0.01% 3896
2017
Q1 		$9K Sell
156
-10
-6% -$607 ﹤0.01% 4050
2016
Q4 		$10K Buy
166
+23
+16% +$1.32K ﹤0.01% 3885
2016
Q3 		$7K Sell
143
-8
-5% -$427 ﹤0.01% 4013
2016
Q2 		$8K Buy
151
+1
+0.7% +$48 ﹤0.01% 3892
2016
Q1 		$7K Buy
150
+110
+275% +$4.36K ﹤0.01% 3889
2015
Q4 		$2K Buy
+40
New +$1.65K ﹤0.01% 4356
2015
Q3 		– Sell
-143
Closed -$7K – 4667
2015
Q2 		$7K Sell
143
-12
-8% -$598 ﹤0.01% 3884
2015
Q1 		$9K Buy
155
+12
+8% +$530 ﹤0.01% 3701
2014
Q4 		$6K Sell
143
-74
-34% -$3K ﹤0.01% 3654
2014
Q3 		$8K Hold
217
– – ﹤0.01% 3216
2014
Q2 		$8K Hold
217
– – ﹤0.01% 3183
2014
Q1 		$8K Hold
217
– – ﹤0.01% 3068
2013
Q4 		$9K Hold
217
– – ﹤0.01% 2989
2013
Q3 		$8K Hold
217
– – ﹤0.01% 2962
2013
Q2 		$7K Buy
+217
New +$6.17K ﹤0.01% 2895

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KAI Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Kadant (KAI) stake by 7.9% in Q4 2019, selling an estimated $1.14K and leaving 139 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

Ladenburg Thalmann Financial Services first reported a position in KAI in Q2 2013 and has held it in 26 quarters since. The position peaked at $21K in Q4 2017. 144 funds tracked by Wall St. Rank hold KAI as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 139 shares of Kadant worth $15K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 12 Kadant shares in Q4 2019, an estimated $1.14K.
  • Kadant made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4288 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Kadant in Q2 2013 and has held it in 26 quarters since.
  • Ladenburg Thalmann Financial Services's Kadant position peaked at $21K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Kadant as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.