Winfield Associates’s Kadant KAI Stock Holding History

Winfield Associates’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 Q3	–	Sell	-31	Closed	-$2K	–	840
2017 Q2	$2K	Buy	+31	New	+$2.16K	﹤0.01%	689

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

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

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Winfield Associates's KAI Position: Q3 2017 in Review

Winfield Associates sold out of Kadant (KAI) in Q3 2017, closing a stake of 31 shares — an estimated $2K sold.

Winfield Associates first reported a position in KAI in Q2 2017 and held it in 1 quarter. The position peaked at $2K in Q2 2017. 161 funds tracked by Wall St. Rank hold KAI as of Q3 2017.

Winfield Associates reported no remaining Kadant position as of Q3 2017 after selling out during the quarter.
Winfield Associates sold 31 Kadant shares in Q3 2017, an estimated $2K.
Winfield Associates first reported a position in Kadant in Q2 2017 and held it in 1 quarter.
Winfield Associates's Kadant position peaked at $2K in Q2 2017.
161 funds tracked by Wall St. Rank held Kadant as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.