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Tompkins Financial’s Kadant KAI Stock Holding History

Tompkins Financial’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
Q1 		– Sell
-7
Closed – – 527
2013
Q4 		$0 Buy
+7
New +$263 ﹤0.01% 539

Other funds holding KAI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Tompkins Financial's KAI Position: Q1 2014 in Review

Tompkins Financial sold out of Kadant (KAI) in Q1 2014, closing a stake of 7 shares.

Tompkins Financial first reported a position in KAI in Q4 2013 and held it in 1 quarter. The position peaked at $0 in Q4 2013. 122 funds tracked by Wall St. Rank hold KAI as of Q1 2014.

  • Tompkins Financial reported no remaining Kadant position as of Q1 2014 after selling out during the quarter.
  • Tompkins Financial sold 7 Kadant shares in Q1 2014.
  • Tompkins Financial first reported a position in Kadant in Q4 2013 and held it in 1 quarter.
  • Tompkins Financial's Kadant position peaked at $0 in Q4 2013.
  • 122 funds tracked by Wall St. Rank held Kadant as of Q1 2014.

Based on Tompkins Financial's 13F filing for Q1 2014, filed 10 Apr 2014.