AR
KALU icon

Advisory Research’s Kaiser Aluminum KALU Stock Holding History

Advisory Research’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
2013
Q3 		– Sell
-317,245
Closed -$19.6M – 310
2013
Q2 		$19.6M Buy
+317,245
New +$19.9M 0.22% 118

Other funds holding KALU

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

Advisory Research's KALU Position: Q3 2013 in Review

Advisory Research sold out of Kaiser Aluminum (KALU) in Q3 2013, closing a stake of 317,245 shares — an estimated $19.6M sold.

Advisory Research first reported a position in KALU in Q2 2013 and held it in 1 quarter. The position peaked at $19.6M in Q2 2013. 178 funds tracked by Wall St. Rank hold KALU as of Q3 2013.

  • Advisory Research reported no remaining Kaiser Aluminum position as of Q3 2013 after selling out during the quarter.
  • Advisory Research sold 317,245 Kaiser Aluminum shares in Q3 2013, an estimated $19.6M.
  • Advisory Research first reported a position in Kaiser Aluminum in Q2 2013 and held it in 1 quarter.
  • Advisory Research's Kaiser Aluminum position peaked at $19.6M in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2013.

Based on Advisory Research's 13F filing for Q3 2013, filed 14 Nov 2013.