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Shepherd Kaplan Krochuk’s Kaiser Aluminum KALU Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q4 		– Sell
-3,662
Closed -$279K – 515
2014
Q3 		$279K Buy
+3,662
New +$283K 0.04% 342

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

Shepherd Kaplan Krochuk's KALU Position: Q4 2014 in Review

Shepherd Kaplan Krochuk sold out of Kaiser Aluminum (KALU) in Q4 2014, closing a stake of 3,662 shares — an estimated $279K sold.

Shepherd Kaplan Krochuk first reported a position in KALU in Q3 2014 and held it in 1 quarter. The position peaked at $279K in Q3 2014. 187 funds tracked by Wall St. Rank hold KALU as of Q4 2014.

  • Shepherd Kaplan Krochuk reported no remaining Kaiser Aluminum position as of Q4 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 3,662 Kaiser Aluminum shares in Q4 2014, an estimated $279K.
  • Shepherd Kaplan Krochuk first reported a position in Kaiser Aluminum in Q3 2014 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's Kaiser Aluminum position peaked at $279K in Q3 2014.
  • 187 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q4 2014, filed 17 Feb 2015.