Virtus Fund Advisers’s Kadant KAI Stock Holding History

Virtus Fund Advisers’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	–	Sell	-954	Closed	-$37K	–	1541
2014 Q2	$37K	Buy	+954	New	+$35.3K	﹤0.01%	2067

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

Virtus Fund Advisers's KAI Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Kadant (KAI) in Q3 2014, closing a stake of 954 shares — an estimated $37K sold.

Virtus Fund Advisers first reported a position in KAI in Q2 2014 and held it in 1 quarter. The position peaked at $37K in Q2 2014. 127 funds tracked by Wall St. Rank hold KAI as of Q3 2014.

Virtus Fund Advisers reported no remaining Kadant position as of Q3 2014 after selling out during the quarter.
Virtus Fund Advisers sold 954 Kadant shares in Q3 2014, an estimated $37K.
Virtus Fund Advisers first reported a position in Kadant in Q2 2014 and held it in 1 quarter.
Virtus Fund Advisers's Kadant position peaked at $37K in Q2 2014.
127 funds tracked by Wall St. Rank held Kadant as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.