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WBI Investments’s Kaiser Aluminum KALU Stock Holding History

WBI Investments’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
2018
Q4 		– Sell
-12,902
Closed -$1.41M – 172
2018
Q3 		$1.41M Buy
+12,902
New +$1.4M 0.08% 188
2017
Q4 		– Sell
-63,065
Closed -$6.5M – 334
2017
Q3 		$6.5M Buy
63,065
+52,712
+509% +$5.08M 0.29% 69
2017
Q2 		$916K Buy
10,353
+1,253
+14% +$104K 0.04% 211
2017
Q1 		$727K Buy
+9,100
New +$722K 0.03% 222

Other funds holding KALU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

WBI Investments's KALU Position: Q4 2018 in Review

WBI Investments sold out of Kaiser Aluminum (KALU) in Q4 2018, closing a stake of 12,902 shares — an estimated $1.41M sold.

WBI Investments first reported a position in KALU in Q1 2017 and held it in 4 quarters. The position peaked at $6.5M in Q3 2017. 197 funds tracked by Wall St. Rank hold KALU as of Q4 2018.

  • WBI Investments reported no remaining Kaiser Aluminum position as of Q4 2018 after selling out during the quarter.
  • WBI Investments sold 12,902 Kaiser Aluminum shares in Q4 2018, an estimated $1.41M.
  • WBI Investments first reported a position in Kaiser Aluminum in Q1 2017 and held it in 4 quarters.
  • WBI Investments's Kaiser Aluminum position peaked at $6.5M in Q3 2017.
  • 197 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2018.

Based on WBI Investments's 13F filing for Q4 2018, filed 11 Feb 2019.