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Evercore Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Evercore Wealth 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
2013
Q4 		– Sell
-60
Closed -$4K – 922
2013
Q3 		$4K Buy
+60
New +$4.05K ﹤0.01% 891

Other funds holding KALU

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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 $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
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Evercore Wealth Management's KALU Position: Q4 2013 in Review

Evercore Wealth Management sold out of Kaiser Aluminum (KALU) in Q4 2013, closing a stake of 60 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in KALU in Q3 2013 and held it in 1 quarter. The position peaked at $4K in Q3 2013. 162 funds tracked by Wall St. Rank hold KALU as of Q4 2013.

  • Evercore Wealth Management reported no remaining Kaiser Aluminum position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 60 Kaiser Aluminum shares in Q4 2013, an estimated $4K.
  • Evercore Wealth Management first reported a position in Kaiser Aluminum in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Kaiser Aluminum position peaked at $4K in Q3 2013.
  • 162 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.