WBI Investments’s Kadant KAI Stock Holding History

WBI Investments’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
2017 Q4	–	Sell	-16,400	Closed	-$1.62M	–	333
2017 Q3	$1.62M	Buy	+16,400	New	+$1.39M	0.07%	157

Other funds holding KAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

WBI Investments's KAI Position: Q4 2017 in Review

WBI Investments sold out of Kadant (KAI) in Q4 2017, closing a stake of 16,400 shares — an estimated $1.62M sold.

WBI Investments first reported a position in KAI in Q3 2017 and held it in 1 quarter. The position peaked at $1.62M in Q3 2017. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2017.

WBI Investments reported no remaining Kadant position as of Q4 2017 after selling out during the quarter.
WBI Investments sold 16,400 Kadant shares in Q4 2017, an estimated $1.62M.
WBI Investments first reported a position in Kadant in Q3 2017 and held it in 1 quarter.
WBI Investments's Kadant position peaked at $1.62M in Q3 2017.
172 funds tracked by Wall St. Rank held Kadant as of Q4 2017.

Based on WBI Investments's 13F filing for Q4 2017, filed 8 Feb 2018.