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Ladenburg Thalmann Financial Services’s Kaiser Aluminum KALU Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$11K Buy
98
+84
+600% +$8.99K ﹤0.01% 4444
2019
Q3 		$1K Sell
14
-26
-65% -$2.45K ﹤0.01% 5118
2019
Q2 		$4K Hold
40
– – ﹤0.01% 4777
2019
Q1 		$4K Sell
40
-1
-2% -$102 ﹤0.01% 4737
2018
Q4 		$3K Buy
41
+13
+46% +$1.25K ﹤0.01% 4771
2018
Q3 		$3K Sell
28
-53
-65% -$5.75K ﹤0.01% 4776
2018
Q2 		$8K Hold
81
– – ﹤0.01% 4372
2018
Q1 		$8K Buy
81
+15
+23% +$1.61K ﹤0.01% 4372
2017
Q4 		$7K Hold
66
– – ﹤0.01% 4373
2017
Q3 		$7K Buy
66
+30
+83% +$2.89K ﹤0.01% 4243
2017
Q2 		$3K Hold
36
– – ﹤0.01% 4477
2017
Q1 		$3K Sell
36
-139
-79% -$11K ﹤0.01% 4466
2016
Q4 		$14K Sell
175
-215
-55% -$17.2K ﹤0.01% 3697
2016
Q3 		$34K Sell
390
-308
-44% -$26.5K ﹤0.01% 3060
2016
Q2 		$63K Buy
698
+122
+21% +$10.7K ﹤0.01% 2501
2016
Q1 		$48K Buy
576
+4
+0.7% +$314 ﹤0.01% 2626
2015
Q4 		$48K Buy
572
+67
+13% +$5.59K ﹤0.01% 2586
2015
Q3 		$41K Buy
505
+360
+248% +$30K ﹤0.01% 2604
2015
Q2 		$12K Sell
145
-49
-25% -$3.98K ﹤0.01% 3561
2015
Q1 		$15K Buy
194
+139
+253% +$10.2K ﹤0.01% 3365
2014
Q4 		$4K Buy
55
+50
+1,000% +$3.61K ﹤0.01% 3815
2014
Q3 		$0 Hold
5
– – ﹤0.01% 3973
2014
Q2 		$0 Hold
5
– – ﹤0.01% 3929
2014
Q1 		$0 Buy
+5
New +$350 ﹤0.01% 3802

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KALU Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Kaiser Aluminum (KALU) stake by 600% in Q4 2019, buying an estimated $8.99K and bringing the position to 98 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #4444.

Ladenburg Thalmann Financial Services first reported a position in KALU in Q1 2014 and has held it in 24 quarters since. The position peaked at $63K in Q2 2016. 185 funds tracked by Wall St. Rank hold KALU as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 98 shares of Kaiser Aluminum worth $11K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 84 Kaiser Aluminum shares in Q4 2019, an estimated $8.99K.
  • Kaiser Aluminum made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4444 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Kaiser Aluminum in Q1 2014 and has held it in 24 quarters since.
  • Ladenburg Thalmann Financial Services's Kaiser Aluminum position peaked at $63K in Q2 2016.
  • 185 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.