Stratos Wealth Partners’s Kadant KAI Stock Holding History

Stratos Wealth Partners’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	-6	Closed	-$1K	–	1698
2018 Q3	$1K	Buy	+6	New	+$596	﹤0.01%	2850
2018 Q2	–	Sell	-6	Closed	-$1K	–	1821
2018 Q1	$1K	Buy	+6	New	+$589	﹤0.01%	2999

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

Stratos Wealth Partners's KAI Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Kadant (KAI) in Q4 2018, closing a stake of 6 shares — an estimated $1K sold.

Stratos Wealth Partners first reported a position in KAI in Q1 2018 and held it in 2 quarters. The position peaked at $1K in Q3 2018. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2018.

Stratos Wealth Partners reported no remaining Kadant position as of Q4 2018 after selling out during the quarter.
Stratos Wealth Partners sold 6 Kadant shares in Q4 2018, an estimated $1K.
Stratos Wealth Partners first reported a position in Kadant in Q1 2018 and held it in 2 quarters.
Stratos Wealth Partners's Kadant position peaked at $1K in Q3 2018.
172 funds tracked by Wall St. Rank held Kadant as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.