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Assured Investment Management’s Kaiser Aluminum KALU Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-1,467
Closed -$154K – 450
2019
Q1 		$154K Buy
+1,467
New +$149K ﹤0.01% 840
2018
Q4 		– Sell
-1,110
Closed -$121K – 1229
2018
Q3 		$121K Buy
+1,110
New +$120K ﹤0.01% 1016

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Assured Investment Management's KALU Position: Q2 2019 in Review

Assured Investment Management sold out of Kaiser Aluminum (KALU) in Q2 2019, closing a stake of 1,467 shares — an estimated $154K sold.

Assured Investment Management first reported a position in KALU in Q3 2018 and held it in 2 quarters. The position peaked at $154K in Q1 2019. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2019.

  • Assured Investment Management reported no remaining Kaiser Aluminum position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 1,467 Kaiser Aluminum shares in Q2 2019, an estimated $154K.
  • Assured Investment Management first reported a position in Kaiser Aluminum in Q3 2018 and held it in 2 quarters.
  • Assured Investment Management's Kaiser Aluminum position peaked at $154K in Q1 2019.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.