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Wealthcare Capital Management’s Kaiser Aluminum KALU Stock Holding History

Wealthcare Capital 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
Q2 		– Sell
-442
Closed – – 649
2015
Q1 		$0 Buy
+442
New +$32.4K ﹤0.01% 961

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Wealthcare Capital Management's KALU Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Kaiser Aluminum (KALU) in Q2 2015, closing a stake of 442 shares.

Wealthcare Capital Management first reported a position in KALU in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 179 funds tracked by Wall St. Rank hold KALU as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Kaiser Aluminum position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 442 Kaiser Aluminum shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in Kaiser Aluminum in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Kaiser Aluminum position peaked at $0 in Q1 2015.
  • 179 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.