UBS’s Kadant KAI Stock Holding History

UBS’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 Q3	$4K	Hold	100	–	–	﹤0.01%	9618
2014 Q2	$4K	Buy	+100	New	+$3.7K	﹤0.01%	9669

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

Royce & Associates New York $10.1B AUM 42.88% 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

UBS's KAI Position: Q3 2014 in Review

UBS increased its Kadant (KAI) stake by 0.32% in Q3 2014, buying an estimated $118 and bringing the position to 942 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #7191.

UBS first reported a position in KAI in Q2 2013 and has held it in 6 quarters since. The position peaked at $63K in Q3 2013. 127 funds tracked by Wall St. Rank hold KAI as of Q3 2014.

UBS held 942 shares of Kadant worth $37K as of Q3 2014.
UBS bought 3 Kadant shares in Q3 2014, an estimated $118.
Kadant made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7191 holding.
UBS first reported a position in Kadant in Q2 2013 and has held it in 6 quarters since.
UBS's Kadant position peaked at $63K in Q3 2013.
127 funds tracked by Wall St. Rank held Kadant as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.