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James Investment Research’s Kaiser Aluminum KALU Stock Holding History

James Investment Research’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
-27,520
Closed -$2.84M – 809
2017
Q3 		$2.84M Buy
+27,520
New +$2.65M 0.1% 169

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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

James Investment Research's KALU Position: Q4 2017 in Review

James Investment Research sold out of Kaiser Aluminum (KALU) in Q4 2017, closing a stake of 27,520 shares — an estimated $2.84M sold.

James Investment Research first reported a position in KALU in Q3 2017 and held it in 1 quarter. The position peaked at $2.84M in Q3 2017. 203 funds tracked by Wall St. Rank hold KALU as of Q4 2017.

  • James Investment Research reported no remaining Kaiser Aluminum position as of Q4 2017 after selling out during the quarter.
  • James Investment Research sold 27,520 Kaiser Aluminum shares in Q4 2017, an estimated $2.84M.
  • James Investment Research first reported a position in Kaiser Aluminum in Q3 2017 and held it in 1 quarter.
  • James Investment Research's Kaiser Aluminum position peaked at $2.84M in Q3 2017.
  • 203 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2017.

Based on James Investment Research's 13F filing for Q4 2017, filed 23 Jan 2018.