Legacy Financial Advisors’s Kadant KAI Stock Holding History

Legacy Financial Advisors’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 Q2	–	Sell	-32	Closed	-$3K	–	526
2019 Q1	$3K	Buy	+32	New	+$2.75K	﹤0.01%	858

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Legacy Financial Advisors's KAI Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Kadant (KAI) in Q2 2019, closing a stake of 32 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in KAI in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 151 funds tracked by Wall St. Rank hold KAI as of Q2 2019.

Legacy Financial Advisors reported no remaining Kadant position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 32 Kadant shares in Q2 2019, an estimated $3K.
Legacy Financial Advisors first reported a position in Kadant in Q1 2019 and held it in 1 quarter.
Legacy Financial Advisors's Kadant position peaked at $3K in Q1 2019.
151 funds tracked by Wall St. Rank held Kadant as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.