Mascoma Wealth Management’s Kadant KAI Stock Holding History

Mascoma Wealth 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
2017 Q4	–	Sell	-21	Closed	-$2K	–	394
2017 Q3	$2K	Hold	21	–	–	﹤0.01%	365
2017 Q2	$2K	Buy	+21	New	+$1.46K	﹤0.01%	374

Other funds holding KAI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Mascoma Wealth Management's KAI Position: Q4 2017 in Review

Mascoma Wealth Management sold out of Kadant (KAI) in Q4 2017, closing a stake of 21 shares — an estimated $2K sold.

Mascoma Wealth Management first reported a position in KAI in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q3 2017. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2017.

Mascoma Wealth Management reported no remaining Kadant position as of Q4 2017 after selling out during the quarter.
Mascoma Wealth Management sold 21 Kadant shares in Q4 2017, an estimated $2K.
Mascoma Wealth Management first reported a position in Kadant in Q2 2017 and held it in 2 quarters.
Mascoma Wealth Management's Kadant position peaked at $2K in Q3 2017.
172 funds tracked by Wall St. Rank held Kadant as of Q4 2017.

Based on Mascoma Wealth Management's 13F filing for Q4 2017, filed 5 Feb 2018.