Mesirow Financial Investment Management - Fixed Income’s Kadant KAI Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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	-5,682	Closed	-$293K	–	264
2016 Q2	$293K	Sell	5,682 -7,193	-56%	-$348K	0.02%	184
2016 Q1	$581K	Sell	12,875 -3,885	-23%	-$154K	0.27%	127
2015 Q4	$681K	Sell	16,760 -11,257	-40%	-$464K	0.31%	125
2015 Q3	$1.09M	Sell	28,017 -271	-1%	-$11.9K	0.31%	107
2015 Q2	$1.33M	Sell	28,288 -1,322	-4%	-$65.9K	0.32%	112
2015 Q1	$1.56M	Sell	29,610 -138	-0.5%	-$6.1K	0.38%	94
2014 Q4	$1.27M	Sell	29,748 -9,774	-25%	-$396K	0.32%	115
2014 Q3	$1.54M	Hold	39,522	–	–	0.39%	98
2014 Q2	$1.52M	Buy	+39,522	New	+$1.46M	0.37%	91

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 $55.1B AUM 45.38% 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 18.14% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's KAI Position: Q3 2016 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Kadant (KAI) in Q3 2016, closing a stake of 5,682 shares — an estimated $293K sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in KAI in Q2 2014 and held it in 9 quarters. The position peaked at $1.56M in Q1 2015. 141 funds tracked by Wall St. Rank hold KAI as of Q3 2016.

Mesirow Financial Investment Management - Fixed Income reported no remaining Kadant position as of Q3 2016 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 5,682 Kadant shares in Q3 2016, an estimated $293K.
Mesirow Financial Investment Management - Fixed Income first reported a position in Kadant in Q2 2014 and held it in 9 quarters.
Mesirow Financial Investment Management - Fixed Income's Kadant position peaked at $1.56M in Q1 2015.
141 funds tracked by Wall St. Rank held Kadant as of Q3 2016.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q3 2016, filed 28 Oct 2016.