Axa’s Kaiser Aluminum KALU Stock Holding History

Axa’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 Q4	–	Sell	-7,000	Closed	-$499K	–	1408
2013 Q3	$499K	Hold	7,000	–	–	﹤0.01%	1001
2013 Q2	$434K	Buy	+7,000	New	+$439K	﹤0.01%	992

Other funds holding KALU

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

KAM

Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LCP

Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Axa's KALU Position: Q4 2013 in Review

Axa sold out of Kaiser Aluminum (KALU) in Q4 2013, closing a stake of 7,000 shares — an estimated $499K sold.

Axa first reported a position in KALU in Q2 2013 and held it in 2 quarters. The position peaked at $499K in Q3 2013. 162 funds tracked by Wall St. Rank hold KALU as of Q4 2013.

Axa reported no remaining Kaiser Aluminum position as of Q4 2013 after selling out during the quarter.
Axa sold 7,000 Kaiser Aluminum shares in Q4 2013, an estimated $499K.
Axa first reported a position in Kaiser Aluminum in Q2 2013 and held it in 2 quarters.
Axa's Kaiser Aluminum position peaked at $499K in Q3 2013.
162 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2013.

Based on Axa's 13F filing for Q4 2013, filed 13 Feb 2014.