Waverly Advisors’s Kadant KAI Stock Holding History

Waverly Advisors’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	-101	Closed	-$4K	–	778
2013 Q4	$4K	Sell	101 -101	-50%	-$3.8K	﹤0.01%	708
2013 Q3	$7K	Buy	+202	New	+$6.63K	﹤0.01%	467

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.68B AUM 39.32% 1-Year Est. Return

Waverly Advisors's KAI Position: Q1 2014 in Review

Waverly Advisors sold out of Kadant (KAI) in Q1 2014, closing a stake of 101 shares — an estimated $4K sold.

Waverly Advisors first reported a position in KAI in Q3 2013 and held it in 2 quarters. The position peaked at $7K in Q3 2013. 122 funds tracked by Wall St. Rank hold KAI as of Q1 2014.

Waverly Advisors reported no remaining Kadant position as of Q1 2014 after selling out during the quarter.
Waverly Advisors sold 101 Kadant shares in Q1 2014, an estimated $4K.
Waverly Advisors first reported a position in Kadant in Q3 2013 and held it in 2 quarters.
Waverly Advisors's Kadant position peaked at $7K in Q3 2013.
122 funds tracked by Wall St. Rank held Kadant as of Q1 2014.

Based on Waverly Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.