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Telemus Capital’s Kadant KAI Stock Holding History

Telemus 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
2018
Q1 		– Sell
-91
Closed -$9K – 485
2017
Q4 		$9K Buy
+91
New +$9.24K ﹤0.01% 523

Other funds holding KAI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Telemus Capital's KAI Position: Q1 2018 in Review

Telemus Capital sold out of Kadant (KAI) in Q1 2018, closing a stake of 91 shares — an estimated $9K sold.

Telemus Capital first reported a position in KAI in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 176 funds tracked by Wall St. Rank hold KAI as of Q1 2018.

  • Telemus Capital reported no remaining Kadant position as of Q1 2018 after selling out during the quarter.
  • Telemus Capital sold 91 Kadant shares in Q1 2018, an estimated $9K.
  • Telemus Capital first reported a position in Kadant in Q4 2017 and held it in 1 quarter.
  • Telemus Capital's Kadant position peaked at $9K in Q4 2017.
  • 176 funds tracked by Wall St. Rank held Kadant as of Q1 2018.

Based on Telemus Capital's 13F filing for Q1 2018, filed 27 Apr 2018.