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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 $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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return