FANJ
KALU icon

Financial Architects (New Jersey)’s Kaiser Aluminum KALU Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-300
Closed -$24K – 1567
2017
Q1 		$24K Buy
+300
New +$23.8K ﹤0.01% 883

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
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Financial Architects (New Jersey)'s KALU Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Kaiser Aluminum (KALU) in Q2 2017, closing a stake of 300 shares — an estimated $24K sold.

Financial Architects (New Jersey) first reported a position in KALU in Q1 2017 and held it in 1 quarter. The position peaked at $24K in Q1 2017. 187 funds tracked by Wall St. Rank hold KALU as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Kaiser Aluminum position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 300 Kaiser Aluminum shares in Q2 2017, an estimated $24K.
  • Financial Architects (New Jersey) first reported a position in Kaiser Aluminum in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Kaiser Aluminum position peaked at $24K in Q1 2017.
  • 187 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.