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Bowling Portfolio Management’s Kaiser Aluminum KALU Stock Holding History

Bowling Portfolio 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
2017
Q3 		– Sell
-4,181
Closed -$370K – 389
2017
Q2 		$370K Buy
+4,181
New +$347K 0.05% 319

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bowling Portfolio Management's KALU Position: Q3 2017 in Review

Bowling Portfolio Management sold out of Kaiser Aluminum (KALU) in Q3 2017, closing a stake of 4,181 shares — an estimated $370K sold.

Bowling Portfolio Management first reported a position in KALU in Q2 2017 and held it in 1 quarter. The position peaked at $370K in Q2 2017. 192 funds tracked by Wall St. Rank hold KALU as of Q3 2017.

  • Bowling Portfolio Management reported no remaining Kaiser Aluminum position as of Q3 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 4,181 Kaiser Aluminum shares in Q3 2017, an estimated $370K.
  • Bowling Portfolio Management first reported a position in Kaiser Aluminum in Q2 2017 and held it in 1 quarter.
  • Bowling Portfolio Management's Kaiser Aluminum position peaked at $370K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2017.

Based on Bowling Portfolio Management's 13F filing for Q3 2017, filed 16 Oct 2017.