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New England Securities’s Kadant KAI Stock Holding History

New England Securities’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
2014
Q4 		$6K Hold
140
– – ﹤0.01% 1219
2014
Q3 		$5K Hold
140
– – ﹤0.01% 1272
2014
Q2 		$5K Hold
140
– – ﹤0.01% 1314
2014
Q1 		$5K Hold
140
– – ﹤0.01% 1259
2013
Q4 		$6K Hold
140
– – ﹤0.01% 1160
2013
Q3 		$5K Buy
+140
New +$4.6K ﹤0.01% 1171

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

New England Securities's KAI Position: Q4 2014 in Review

New England Securities held its Kadant (KAI) position steady in Q4 2014 at 140 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

New England Securities first reported a position in KAI in Q3 2013 and has held it in 6 quarters since. 129 funds tracked by Wall St. Rank hold KAI as of Q4 2014.

  • New England Securities held 140 shares of Kadant worth $6K as of Q4 2014.
  • New England Securities left its Kadant share count unchanged in Q4 2014.
  • Kadant made up ﹤0.01% of New England Securities's portfolio in Q4 2014, its #1219 holding.
  • New England Securities first reported a position in Kadant in Q3 2013 and has held it in 6 quarters since.
  • 129 funds tracked by Wall St. Rank held Kadant as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.