YorkBridge Wealth Partners’s Kadant KAI Stock Holding History

YorkBridge Wealth Partners’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 Q3	–	Sell	-30	Closed	-$3K	–	430
2019 Q2	$3K	Hold	30	–	–	﹤0.01%	681
2019 Q1	$3K	Hold	30	–	–	﹤0.01%	679
2018 Q4	$2K	Hold	30	–	–	﹤0.01%	686
2018 Q3	$3K	Hold	30	–	–	﹤0.01%	689
2018 Q2	$3K	Hold	30	–	–	﹤0.01%	739
2018 Q1	$3K	Hold	30	–	–	﹤0.01%	726
2017 Q4	$3K	Hold	30	–	–	﹤0.01%	757
2017 Q3	$3K	Hold	30	–	–	﹤0.01%	744
2017 Q2	$2K	Hold	30	–	–	﹤0.01%	782
2017 Q1	$2K	Hold	30	–	–	﹤0.01%	769
2016 Q4	$2K	Buy	+30	New	+$1.73K	﹤0.01%	761

Other funds holding KAI

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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

BBHC

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

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

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

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

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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

YorkBridge Wealth Partners's KAI Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Kadant (KAI) in Q3 2019, closing a stake of 30 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in KAI in Q4 2016 and held it in 11 quarters. The position peaked at $3K in Q2 2019. 148 funds tracked by Wall St. Rank hold KAI as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Kadant position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 30 Kadant shares in Q3 2019, an estimated $3K.
YorkBridge Wealth Partners first reported a position in Kadant in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Kadant position peaked at $3K in Q2 2019.
148 funds tracked by Wall St. Rank held Kadant as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.