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Old Mutual Customised Solutions’s Kaiser Aluminum KALU Stock Holding History

Old Mutual Customised Solutions’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
2013
Q3 		– Sell
-300
Closed -$19K – 1012
2013
Q2 		$19K Buy
+300
New +$18.8K 0.01% 1272

Other funds holding KALU

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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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

Old Mutual Customised Solutions's KALU Position: Q3 2013 in Review

Old Mutual Customised Solutions sold out of Kaiser Aluminum (KALU) in Q3 2013, closing a stake of 300 shares — an estimated $19K sold.

Old Mutual Customised Solutions first reported a position in KALU in Q2 2013 and held it in 1 quarter. The position peaked at $19K in Q2 2013. 178 funds tracked by Wall St. Rank hold KALU as of Q3 2013.

  • Old Mutual Customised Solutions reported no remaining Kaiser Aluminum position as of Q3 2013 after selling out during the quarter.
  • Old Mutual Customised Solutions sold 300 Kaiser Aluminum shares in Q3 2013, an estimated $19K.
  • Old Mutual Customised Solutions first reported a position in Kaiser Aluminum in Q2 2013 and held it in 1 quarter.
  • Old Mutual Customised Solutions's Kaiser Aluminum position peaked at $19K in Q2 2013.
  • 178 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2013.

Based on Old Mutual Customised Solutions's 13F filing for Q3 2013, filed 6 Nov 2013.