Invictus RG’s Kaiser Aluminum KALU Stock Holding History

Invictus RG’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 Q4	–	Sell	-1,679	Closed	-$173K	–	371
2017 Q3	$173K	Buy	1,679 +982	+141%	+$94.6K	0.16%	239
2017 Q2	$62K	Buy	+697	New	+$57.8K	0.05%	444

Other funds holding KALU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Invictus RG's KALU Position: Q4 2017 in Review

Invictus RG sold out of Kaiser Aluminum (KALU) in Q4 2017, closing a stake of 1,679 shares — an estimated $173K sold.

Invictus RG first reported a position in KALU in Q2 2017 and held it in 2 quarters. The position peaked at $173K in Q3 2017. 203 funds tracked by Wall St. Rank hold KALU as of Q4 2017.

Invictus RG reported no remaining Kaiser Aluminum position as of Q4 2017 after selling out during the quarter.
Invictus RG sold 1,679 Kaiser Aluminum shares in Q4 2017, an estimated $173K.
Invictus RG first reported a position in Kaiser Aluminum in Q2 2017 and held it in 2 quarters.
Invictus RG's Kaiser Aluminum position peaked at $173K in Q3 2017.
203 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2017.

Based on Invictus RG's 13F filing for Q4 2017, filed 13 Feb 2018.