RegentAtlantic Capital’s Kadant KAI Stock Holding History

RegentAtlantic Capital’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
2015 Q1	–	Sell	-6	Closed	-$256	–	641
2014 Q4	$256	Buy	+6	New	+$243	﹤0.01%	1230

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BIT

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

BFA

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

RegentAtlantic Capital's KAI Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Kadant (KAI) in Q1 2015, closing a stake of 6 shares — an estimated $256 sold.

RegentAtlantic Capital first reported a position in KAI in Q4 2014 and held it in 1 quarter. The position peaked at $256 in Q4 2014. 146 funds tracked by Wall St. Rank hold KAI as of Q1 2015.

RegentAtlantic Capital reported no remaining Kadant position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 6 Kadant shares in Q1 2015, an estimated $256.
RegentAtlantic Capital first reported a position in Kadant in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Kadant position peaked at $256 in Q4 2014.
146 funds tracked by Wall St. Rank held Kadant as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.