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Kays Financial Advisory’s Albemarle ALB Stock Holding History

Kays Financial Advisory’s Portfolio ALB Stock Details ALB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-3,432
Closed -$206K – 64
2014
Q4 		$206K Buy
+3,432
New +$202K 0.14% 58

Other funds holding ALB

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Kays Financial Advisory's ALB Position: Q1 2015 in Review

Kays Financial Advisory sold out of Albemarle (ALB) in Q1 2015, closing a stake of 3,432 shares — an estimated $206K sold.

Kays Financial Advisory first reported a position in ALB in Q4 2014 and held it in 1 quarter. The position peaked at $206K in Q4 2014. 356 funds tracked by Wall St. Rank hold ALB as of Q1 2015.

  • Kays Financial Advisory reported no remaining Albemarle position as of Q1 2015 after selling out during the quarter.
  • Kays Financial Advisory sold 3,432 Albemarle shares in Q1 2015, an estimated $206K.
  • Kays Financial Advisory first reported a position in Albemarle in Q4 2014 and held it in 1 quarter.
  • Kays Financial Advisory's Albemarle position peaked at $206K in Q4 2014.
  • 356 funds tracked by Wall St. Rank held Albemarle as of Q1 2015.

Based on Kays Financial Advisory's 13F filing for Q1 2015, filed 1 Nov 2018.