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Sonora Investment Management’s Kaiser Aluminum KALU Stock Holding History

Sonora Investment Management’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
Q4 		– Sell
-181
Closed -$15K – 973
2015
Q3 		$15K Buy
+181
New +$15.1K ﹤0.01% 375

Other funds holding KALU

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sonora Investment Management's KALU Position: Q4 2015 in Review

Sonora Investment Management sold out of Kaiser Aluminum (KALU) in Q4 2015, closing a stake of 181 shares — an estimated $15K sold.

Sonora Investment Management first reported a position in KALU in Q3 2015 and held it in 1 quarter. The position peaked at $15K in Q3 2015. 195 funds tracked by Wall St. Rank hold KALU as of Q4 2015.

  • Sonora Investment Management reported no remaining Kaiser Aluminum position as of Q4 2015 after selling out during the quarter.
  • Sonora Investment Management sold 181 Kaiser Aluminum shares in Q4 2015, an estimated $15K.
  • Sonora Investment Management first reported a position in Kaiser Aluminum in Q3 2015 and held it in 1 quarter.
  • Sonora Investment Management's Kaiser Aluminum position peaked at $15K in Q3 2015.
  • 195 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2015.

Based on Sonora Investment Management's 13F filing for Q4 2015, filed 10 Mar 2016.