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Geneva Advisors’s Kaiser Aluminum KALU Stock Holding History

Geneva Advisors’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 		$571K Sell
6,455
-80
-1% -$6.64K 0.01% 488
2017
Q1 		$522K Buy
6,535
+532
+9% +$42.2K 0.01% 494
2016
Q4 		$466K Sell
6,003
-52
-0.9% -$4.15K 0.01% 493
2016
Q3 		$524K Buy
6,055
+235
+4% +$20.2K 0.01% 456
2016
Q2 		$526K Buy
5,820
+75
+1% +$6.55K 0.01% 434
2016
Q1 		$486K Sell
5,745
-280
-5% -$22K 0.01% 436
2015
Q4 		$504K Sell
6,025
-355
-6% -$29.6K 0.01% 417
2015
Q3 		$512K Sell
6,380
-180
-3% -$15K 0.01% 386
2015
Q2 		$545K Sell
6,560
-350
-5% -$28.4K 0.01% 414
2015
Q1 		$531K Sell
6,910
-390
-5% -$28.6K 0.01% 404
2014
Q4 		$521K Sell
7,300
-720
-9% -$52K 0.01% 403
2014
Q3 		$611K Buy
8,020
+3,525
+78% +$272K 0.01% 388
2014
Q2 		$328K Buy
+4,495
New +$318K 0.01% 500

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geneva Advisors's KALU Position: Q2 2017 in Review

Geneva Advisors reduced its Kaiser Aluminum (KALU) stake by 1.2% in Q2 2017, selling an estimated $6.64K and leaving 6,455 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #488.

Geneva Advisors first reported a position in KALU in Q2 2014 and has held it in 13 quarters since. The position peaked at $611K in Q3 2014. 187 funds tracked by Wall St. Rank hold KALU as of Q2 2017.

  • Geneva Advisors held 6,455 shares of Kaiser Aluminum worth $571K as of Q2 2017.
  • Geneva Advisors sold 80 Kaiser Aluminum shares in Q2 2017, an estimated $6.64K.
  • Kaiser Aluminum made up 0.01% of Geneva Advisors's portfolio in Q2 2017, its #488 holding.
  • Geneva Advisors first reported a position in Kaiser Aluminum in Q2 2014 and has held it in 13 quarters since.
  • Geneva Advisors's Kaiser Aluminum position peaked at $611K in Q3 2014.
  • 187 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2017.

Based on Geneva Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.