AG
KALU icon

Advisor Group’s Kaiser Aluminum KALU Stock Holding History

Advisor Group’s Portfolio KALU Stock Details KALU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$117K Sell
1,051
-322
-23% -$34.5K ﹤0.01% 2814
2019
Q3 		$136K Sell
1,373
-33
-2% -$3.11K ﹤0.01% 2647
2019
Q2 		$137K Buy
1,406
+15
+1% +$1.46K ﹤0.01% 2613
2019
Q1 		$146K Buy
1,391
+819
+143% +$83.4K ﹤0.01% 2545
2018
Q4 		$51K Sell
572
-172
-23% -$16.6K ﹤0.01% 3165
2018
Q3 		$81K Buy
744
+103
+16% +$11.2K ﹤0.01% 2911
2018
Q2 		$67K Sell
641
-63
-9% -$6.68K ﹤0.01% 2858
2018
Q1 		$71K Buy
704
+517
+276% +$55.4K ﹤0.01% 2808
2017
Q4 		$20K Buy
187
+48
+35% +$4.8K ﹤0.01% 3718
2017
Q3 		$14K Sell
139
-263
-65% -$25.3K ﹤0.01% 3772
2017
Q2 		$36K Buy
402
+233
+138% +$19.3K ﹤0.01% 3067
2017
Q1 		$13K Buy
+169
New +$13.4K ﹤0.01% 3626
2016
Q4 		– Sell
-159
Closed -$14K – 4565
2016
Q3 		$14K Sell
159
-14
-8% -$1.2K ﹤0.01% 3364
2016
Q2 		$14K Buy
+173
New +$15.1K ﹤0.01% 3295

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Advisor Group's KALU Position: Q4 2019 in Review

Advisor Group reduced its Kaiser Aluminum (KALU) stake by 23% in Q4 2019, selling an estimated $34.5K and leaving 1,051 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Advisor Group first reported a position in KALU in Q2 2016 and has held it in 14 quarters since. The position peaked at $146K in Q1 2019. 185 funds tracked by Wall St. Rank hold KALU as of Q4 2019.

  • Advisor Group held 1,051 shares of Kaiser Aluminum worth $117K as of Q4 2019.
  • Advisor Group sold 322 Kaiser Aluminum shares in Q4 2019, an estimated $34.5K.
  • Kaiser Aluminum made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2814 holding.
  • Advisor Group first reported a position in Kaiser Aluminum in Q2 2016 and has held it in 14 quarters since.
  • Advisor Group's Kaiser Aluminum position peaked at $146K in Q1 2019.
  • 185 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.