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Security National Trust’s Kaiser Aluminum KALU Stock Holding History

Security National Trust’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
2016
Q2 		– Sell
-63
Closed -$5K – 460
2016
Q1 		$5K Buy
+63
New +$4.95K ﹤0.01% 414

Other funds holding KALU

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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return

Security National Trust's KALU Position: Q2 2016 in Review

Security National Trust sold out of Kaiser Aluminum (KALU) in Q2 2016, closing a stake of 63 shares — an estimated $5K sold.

Security National Trust first reported a position in KALU in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 203 funds tracked by Wall St. Rank hold KALU as of Q2 2016.

  • Security National Trust reported no remaining Kaiser Aluminum position as of Q2 2016 after selling out during the quarter.
  • Security National Trust sold 63 Kaiser Aluminum shares in Q2 2016, an estimated $5K.
  • Security National Trust first reported a position in Kaiser Aluminum in Q1 2016 and held it in 1 quarter.
  • Security National Trust's Kaiser Aluminum position peaked at $5K in Q1 2016.
  • 203 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2016.

Based on Security National Trust's 13F filing for Q2 2016, filed 22 Jul 2016.