CIA
KALU icon

CCM Investment Advisers’s Kaiser Aluminum KALU Stock Holding History

CCM Investment Advisers’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
-30,775
Closed -$2.19M – 147
2013
Q3 		$2.19M Sell
30,775
-62,825
-67% -$4.24M 0.22% 76
2013
Q2 		$5.8M Buy
+93,600
New +$5.87M 0.6% 68

Other funds holding KALU

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
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
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

CCM Investment Advisers's KALU Position: Q4 2013 in Review

CCM Investment Advisers sold out of Kaiser Aluminum (KALU) in Q4 2013, closing a stake of 30,775 shares — an estimated $2.19M sold.

CCM Investment Advisers first reported a position in KALU in Q2 2013 and held it in 2 quarters. The position peaked at $5.8M in Q2 2013. 161 funds tracked by Wall St. Rank hold KALU as of Q4 2013.

  • CCM Investment Advisers reported no remaining Kaiser Aluminum position as of Q4 2013 after selling out during the quarter.
  • CCM Investment Advisers sold 30,775 Kaiser Aluminum shares in Q4 2013, an estimated $2.19M.
  • CCM Investment Advisers first reported a position in Kaiser Aluminum in Q2 2013 and held it in 2 quarters.
  • CCM Investment Advisers's Kaiser Aluminum position peaked at $5.8M in Q2 2013.
  • 161 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2013.

Based on CCM Investment Advisers's 13F filing for Q4 2013, filed 20 Feb 2014.