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Wealthspire Advisors (Maryland)’s Kadant KAI Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-4
Closed – – 1250
2019
Q1 		$0 Hold
4
– – ﹤0.01% 2531
2018
Q4 		$0 Hold
4
– – ﹤0.01% 2504
2018
Q3 		$0 Hold
4
– – ﹤0.01% 2443
2018
Q2 		$0 Hold
4
– – ﹤0.01% 2503
2018
Q1 		$0 Sell
4
-33
-89% -$3.24K ﹤0.01% 2569
2017
Q4 		$4K Hold
37
– – ﹤0.01% 1906
2017
Q3 		$4K Hold
37
– – ﹤0.01% 1852
2017
Q2 		$3K Buy
+37
New +$2.58K ﹤0.01% 1893

Other funds holding KAI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KAI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kadant (KAI) in Q2 2019, closing a stake of 4 shares.

Wealthspire Advisors (Maryland) first reported a position in KAI in Q2 2017 and held it in 8 quarters. The position peaked at $4K in Q4 2017. 151 funds tracked by Wall St. Rank hold KAI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kadant position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 4 Kadant shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Kadant in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Kadant position peaked at $4K in Q4 2017.
  • 151 funds tracked by Wall St. Rank held Kadant as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.