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Opus Capital Group’s Kaiser Aluminum KALU Stock Holding History

Opus Capital Group’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
Q2 		– Sell
-9,446
Closed -$990K – 194
2019
Q1 		$990K Sell
9,446
-14,956
-61% -$1.52M 0.26% 61
2018
Q4 		$2.18M Buy
24,402
+419
+2% +$40.4K 0.45% 33
2018
Q3 		$2.62M Sell
23,983
-476
-2% -$51.6K 0.59% 28
2018
Q2 		$2.55M Sell
24,459
-35
-0.1% -$3.71K 0.62% 26
2018
Q1 		$2.47M Sell
24,494
-8,086
-25% -$866K 0.62% 25
2017
Q4 		$3.48M Sell
32,580
-3,989
-11% -$399K 0.76% 22
2017
Q3 		$3.77M Sell
36,569
-11,160
-23% -$1.08M 0.86% 20
2017
Q2 		$4.22M Buy
47,729
+44,011
+1,184% +$3.65M 0.83% 33
2017
Q1 		$297K Sell
3,718
-38
-1% -$3.02K 0.04% 220
2016
Q4 		$291K Buy
+3,756
New +$300K 0.04% 196

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Opus Capital Group's KALU Position: Q2 2019 in Review

Opus Capital Group sold out of Kaiser Aluminum (KALU) in Q2 2019, closing a stake of 9,446 shares — an estimated $990K sold.

Opus Capital Group first reported a position in KALU in Q4 2016 and held it in 10 quarters. The position peaked at $4.22M in Q2 2017. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2019.

  • Opus Capital Group reported no remaining Kaiser Aluminum position as of Q2 2019 after selling out during the quarter.
  • Opus Capital Group sold 9,446 Kaiser Aluminum shares in Q2 2019, an estimated $990K.
  • Opus Capital Group first reported a position in Kaiser Aluminum in Q4 2016 and held it in 10 quarters.
  • Opus Capital Group's Kaiser Aluminum position peaked at $4.22M in Q2 2017.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2019.

Based on Opus Capital Group's 13F filing for Q2 2019, filed 8 Aug 2019.