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First Mercantile Trust’s Kaiser Aluminum KALU Stock Holding History

First Mercantile Trust’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
2020
Q2 		– Sell
-1,142
Closed -$79K – 910
2020
Q1 		$79K Buy
1,142
+51
+5% +$4.8K 0.01% 608
2019
Q4 		$121K Sell
1,091
-121
-10% -$12.9K 0.01% 623
2019
Q3 		$120K Buy
1,212
+125
+11% +$11.8K 0.01% 631
2019
Q2 		$106K Sell
1,087
-3
-0.3% -$293 0.01% 622
2019
Q1 		$114K Sell
1,090
-90
-8% -$9.16K 0.03% 623
2018
Q4 		$105K Sell
1,180
-100
-8% -$9.65K 0.03% 639
2018
Q3 		$140K Sell
1,280
-85
-6% -$9.22K 0.03% 613
2018
Q2 		$142K Buy
1,365
+55
+4% +$5.83K 0.03% 613
2018
Q1 		$132K Hold
1,310
– – 0.03% 617
2017
Q4 		$140K Hold
1,310
– – 0.03% 641
2017
Q3 		$135K Sell
1,310
-120
-8% -$11.6K 0.02% 652
2017
Q2 		$127K Buy
1,430
+20
+1% +$1.66K 0.02% 680
2017
Q1 		$113K Sell
1,410
-80
-5% -$6.35K 0.02% 714
2016
Q4 		$116K Buy
1,490
+20
+1% +$1.6K 0.02% 722
2016
Q3 		$127K Sell
1,470
-120
-8% -$10.3K 0.02% 683
2016
Q2 		$144K Sell
1,590
-50
-3% -$4.37K 0.02% 663
2016
Q1 		$139K Sell
1,640
-50
-3% -$3.93K 0.02% 663
2015
Q4 		$141K Sell
1,690
-320
-16% -$26.7K 0.01% 732
2015
Q3 		$161K Buy
2,010
+560
+39% +$46.6K 0.02% 696
2015
Q2 		$120K Sell
1,450
-30
-2% -$2.44K 0.01% 813
2015
Q1 		$114K Buy
1,480
+10
+0.7% +$733 0.01% 831
2014
Q4 		$105K Sell
1,470
-70
-5% -$5.06K 0.01% 841
2014
Q3 		$117K Buy
1,540
+620
+67% +$47.9K 0.01% 838
2014
Q2 		$67K Buy
920
+20
+2% +$1.41K 0.01% 897
2014
Q1 		$64K Sell
900
-40
-4% -$2.8K ﹤0.01% 993
2013
Q4 		$66K Buy
940
+10
+1% +$684 0.01% 907
2013
Q3 		$66K Sell
930
-1,780
-66% -$120K 0.01% 902
2013
Q2 		$168K Buy
+2,710
New +$170K 0.01% 779

Other funds holding KALU

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

First Mercantile Trust's KALU Position: Q2 2020 in Review

First Mercantile Trust sold out of Kaiser Aluminum (KALU) in Q2 2020, closing a stake of 1,142 shares — an estimated $79K sold.

First Mercantile Trust first reported a position in KALU in Q2 2013 and held it in 28 quarters. The position peaked at $168K in Q2 2013. 172 funds tracked by Wall St. Rank hold KALU as of Q2 2020.

  • First Mercantile Trust reported no remaining Kaiser Aluminum position as of Q2 2020 after selling out during the quarter.
  • First Mercantile Trust sold 1,142 Kaiser Aluminum shares in Q2 2020, an estimated $79K.
  • First Mercantile Trust first reported a position in Kaiser Aluminum in Q2 2013 and held it in 28 quarters.
  • First Mercantile Trust's Kaiser Aluminum position peaked at $168K in Q2 2013.
  • 172 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2020.

Based on First Mercantile Trust's 13F filing for Q2 2020, filed 10 Aug 2020.