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National Planning Corporation’s Kaiser Aluminum KALU Stock Holding History

National Planning Corporation’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
2015
Q3 		– Sell
-3,314
Closed -$279K – 652
2015
Q2 		$279K Buy
3,314
+396
+14% +$32.2K 0.03% 497
2015
Q1 		$241K Buy
2,918
+2,858
+4,763% +$209K 0.02% 540
2014
Q4 		$4.23K Buy
+60
New +$4.33K ﹤0.01% 2396

Other funds holding KALU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

National Planning Corporation's KALU Position: Q3 2015 in Review

National Planning Corporation sold out of Kaiser Aluminum (KALU) in Q3 2015, closing a stake of 3,314 shares — an estimated $279K sold.

National Planning Corporation first reported a position in KALU in Q4 2014 and held it in 3 quarters. The position peaked at $279K in Q2 2015. 195 funds tracked by Wall St. Rank hold KALU as of Q3 2015.

  • National Planning Corporation reported no remaining Kaiser Aluminum position as of Q3 2015 after selling out during the quarter.
  • National Planning Corporation sold 3,314 Kaiser Aluminum shares in Q3 2015, an estimated $279K.
  • National Planning Corporation first reported a position in Kaiser Aluminum in Q4 2014 and held it in 3 quarters.
  • National Planning Corporation's Kaiser Aluminum position peaked at $279K in Q2 2015.
  • 195 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2015.

Based on National Planning Corporation's 13F filing for Q3 2015, filed 12 Nov 2015.