MinichMacGregor Wealth Management’s Kadant KAI Stock Holding History

MinichMacGregor 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
2018 Q4	–	Sell	-100	Closed	-$10K	–	306
2018 Q3	$10K	Hold	100	–	–	0.01%	315
2018 Q2	$9K	Hold	100	–	–	0.01%	321
2018 Q1	$9K	Hold	100	–	–	0.01%	319
2017 Q4	$10K	Hold	100	–	–	0.01%	301
2017 Q3	$9K	Hold	100	–	–	0.01%	299
2017 Q2	$7K	Hold	100	–	–	0.01%	317
2017 Q1	$5K	Hold	100	–	–	﹤0.01%	343
2016 Q4	$6K	Hold	100	–	–	0.01%	325
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	335
2016 Q2	$5K	Hold	100	–	–	﹤0.01%	322
2016 Q1	$4K	Hold	100	–	–	﹤0.01%	324
2015 Q4	$4K	Buy	+100	New	+$4.12K	﹤0.01%	296

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

MinichMacGregor Wealth Management's KAI Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Kadant (KAI) in Q4 2018, closing a stake of 100 shares — an estimated $10K sold.

MinichMacGregor Wealth Management first reported a position in KAI in Q4 2015 and held it in 12 quarters. The position peaked at $10K in Q3 2018. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Kadant position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 100 Kadant shares in Q4 2018, an estimated $10K.
MinichMacGregor Wealth Management first reported a position in Kadant in Q4 2015 and held it in 12 quarters.
MinichMacGregor Wealth Management's Kadant position peaked at $10K in Q3 2018.
172 funds tracked by Wall St. Rank held Kadant as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.