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Executive Wealth Management’s Kaiser Aluminum KALU Stock Holding History

Executive 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
2019
Q3 		– Sell
-101
Closed -$10K – 484
2019
Q2 		$10K Buy
101
+1
+1% +$98 ﹤0.01% 614
2019
Q1 		$10K Hold
100
– – ﹤0.01% 556
2018
Q4 		$9K Buy
+100
New +$9.65K ﹤0.01% 583

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Executive Wealth Management's KALU Position: Q3 2019 in Review

Executive Wealth Management sold out of Kaiser Aluminum (KALU) in Q3 2019, closing a stake of 101 shares — an estimated $10K sold.

Executive Wealth Management first reported a position in KALU in Q4 2018 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 192 funds tracked by Wall St. Rank hold KALU as of Q3 2019.

  • Executive Wealth Management reported no remaining Kaiser Aluminum position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 101 Kaiser Aluminum shares in Q3 2019, an estimated $10K.
  • Executive Wealth Management first reported a position in Kaiser Aluminum in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Kaiser Aluminum position peaked at $10K in Q2 2019.
  • 192 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.