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Strategic Investment Management’s Kaiser Aluminum KALU Stock Holding History

Strategic 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
2014
Q4 		– Sell
-2,742
Closed -$208K – 117
2014
Q3 		$208K Sell
2,742
-803
-23% -$62.1K 0.06% 70
2014
Q2 		$258K Buy
+3,545
New +$251K 0.06% 55
2013
Q4 		– Sell
-5,017
Closed -$357K – 77
2013
Q3 		$357K Buy
+5,017
New +$339K 0.07% 12

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

Strategic Investment Management's KALU Position: Q4 2014 in Review

Strategic Investment Management sold out of Kaiser Aluminum (KALU) in Q4 2014, closing a stake of 2,742 shares — an estimated $208K sold.

Strategic Investment Management first reported a position in KALU in Q3 2013 and held it in 3 quarters. The position peaked at $357K in Q3 2013. 187 funds tracked by Wall St. Rank hold KALU as of Q4 2014.

  • Strategic Investment Management reported no remaining Kaiser Aluminum position as of Q4 2014 after selling out during the quarter.
  • Strategic Investment Management sold 2,742 Kaiser Aluminum shares in Q4 2014, an estimated $208K.
  • Strategic Investment Management first reported a position in Kaiser Aluminum in Q3 2013 and held it in 3 quarters.
  • Strategic Investment Management's Kaiser Aluminum position peaked at $357K in Q3 2013.
  • 187 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2014.

Based on Strategic Investment Management's 13F filing for Q4 2014, filed 13 Feb 2015.