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Wilbanks Smith & Thomas Asset Management’s Kadant KAI Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-13
Closed -$1K – 856
2018
Q3 		$1K Buy
+13
New +$1.29K ﹤0.01% 1523

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's KAI Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Kadant (KAI) in Q4 2018, closing a stake of 13 shares — an estimated $1K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in KAI in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 172 funds tracked by Wall St. Rank hold KAI as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Kadant position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 13 Kadant shares in Q4 2018, an estimated $1K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Kadant in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Kadant position peaked at $1K in Q3 2018.
  • 172 funds tracked by Wall St. Rank held Kadant as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.