MSI Financial Services’s Kadant KAI Stock Holding History

MSI 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
2016 Q4	$9K	Hold	142	–	–	﹤0.01%	2858
2016 Q3	$7K	Buy	142 +1	+0.7%	+$53	﹤0.01%	2972
2016 Q2	$7K	Hold	141	–	–	﹤0.01%	2960
2016 Q1	$6K	Buy	141 +1	+0.7%	+$40	﹤0.01%	3063
2015 Q4	$6K	Hold	140	–	–	﹤0.01%	2990
2015 Q3	$5K	Hold	140	–	–	﹤0.01%	2407
2015 Q2	$7K	Hold	140	–	–	﹤0.01%	2296
2015 Q1	$7K	Buy	+140	New	+$6.18K	﹤0.01%	2300

Other funds holding KAI

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MSI Financial Services's KAI Position: Q4 2016 in Review

MSI Financial Services held its Kadant (KAI) position steady in Q4 2016 at 142 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

MSI Financial Services first reported a position in KAI in Q1 2015 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold KAI as of Q4 2016.

MSI Financial Services held 142 shares of Kadant worth $9K as of Q4 2016.
MSI Financial Services left its Kadant share count unchanged in Q4 2016.
Kadant made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2858 holding.
MSI Financial Services first reported a position in Kadant in Q1 2015 and has held it in 8 quarters since.
148 funds tracked by Wall St. Rank held Kadant as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.