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WealthTrust-Arizona’s Kaiser Aluminum KALU Stock Holding History

WealthTrust-Arizona’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
Q3 		– Sell
-17
Closed -$1K – 612
2015
Q2 		$1K Hold
17
– – ﹤0.01% 606
2015
Q1 		$1K Hold
17
– – ﹤0.01% 628
2014
Q4 		$1K Hold
17
– – ﹤0.01% 590
2014
Q3 		$1K Hold
17
– – ﹤0.01% 611
2014
Q2 		$1K Hold
17
– – ﹤0.01% 602
2014
Q1 		$1K Hold
17
– – ﹤0.01% 641
2013
Q4 		$1K Hold
17
– – ﹤0.01% 611
2013
Q3 		$1K Hold
17
– – ﹤0.01% 609
2013
Q2 		$1K Buy
+17
New +$1.07K ﹤0.01% 585

Other funds holding KALU

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $23.2B AUM 40.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
KAM
Keeley Asset Management Chicago, Illinois $2.35B AUM 26.92% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

WealthTrust-Arizona's KALU Position: Q3 2015 in Review

WealthTrust-Arizona sold out of Kaiser Aluminum (KALU) in Q3 2015, closing a stake of 17 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in KALU in Q2 2013 and held it in 9 quarters. The position peaked at $1K in Q2 2015. 196 funds tracked by Wall St. Rank hold KALU as of Q3 2015.

  • WealthTrust-Arizona reported no remaining Kaiser Aluminum position as of Q3 2015 after selling out during the quarter.
  • WealthTrust-Arizona sold 17 Kaiser Aluminum shares in Q3 2015, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Kaiser Aluminum in Q2 2013 and held it in 9 quarters.
  • WealthTrust-Arizona's Kaiser Aluminum position peaked at $1K in Q2 2015.
  • 196 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q3 2015.

Based on WealthTrust-Arizona's 13F filing for Q3 2015, filed 28 Oct 2015.