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UBS’s Kaiser Aluminum KALU Stock Holding History

UBS’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
Q3 		$772K Buy
10,132
+20
+0.2% +$1.55K ﹤0.01% 3841
2014
Q2 		$737K Buy
10,112
+1,457
+17% +$103K ﹤0.01% 3846
2014
Q1 		$618K Sell
8,655
-59,287
-87% -$4.15M ﹤0.01% 4011
2013
Q4 		$4.77M Buy
67,942
+21,435
+46% +$1.47M ﹤0.01% 1917
2013
Q3 		$3.31M Buy
46,507
+2,083
+5% +$141K ﹤0.01% 2086
2013
Q2 		$2.75M Buy
+44,424
New +$2.79M ﹤0.01% 2195

Other funds holding KALU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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 18.14% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 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 $2.3B AUM 24.77% 1-Year Est. Return
HCM
Huber Capital Management El Segundo, California $647M AUM 24.91% 1-Year Est. Return

UBS's KALU Position: Q3 2014 in Review

UBS increased its Kaiser Aluminum (KALU) stake by 0.2% in Q3 2014, buying an estimated $1.55K and bringing the position to 10,132 shares worth $772K. The position accounts for ﹤0.01% of the portfolio, ranked #3841.

UBS first reported a position in KALU in Q2 2013 and has held it in 6 quarters since. The position peaked at $4.77M in Q4 2013. 190 funds tracked by Wall St. Rank hold KALU as of Q3 2014.

  • UBS held 10,132 shares of Kaiser Aluminum worth $772K as of Q3 2014.
  • UBS bought 20 Kaiser Aluminum shares in Q3 2014, an estimated $1.55K.
  • Kaiser Aluminum made up ﹤0.01% of UBS's portfolio in Q3 2014, its #3841 holding.
  • UBS first reported a position in Kaiser Aluminum in Q2 2013 and has held it in 6 quarters since.
  • UBS's Kaiser Aluminum position peaked at $4.77M in Q4 2013.
  • 190 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.