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WESPAC Advisors SoCal’s Kaiser Aluminum KALU Stock Holding History

WESPAC Advisors SoCal’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
2019
Q2 		– Sell
-5,590
Closed -$585K – 194
2019
Q1 		$585K Sell
5,590
-225
-4% -$22.9K 0.32% 49
2018
Q4 		$519K Sell
5,815
-175
-3% -$16.9K 0.33% 44
2018
Q3 		$653K Hold
5,990
– – 0.33% 52
2018
Q2 		$623K Sell
5,990
-475
-7% -$50.4K 0.36% 48
2018
Q1 		$652K Buy
6,465
+250
+4% +$26.8K 0.38% 48
2017
Q4 		$664K Hold
6,215
– – 0.38% 47
2017
Q3 		$641K Sell
6,215
-285
-4% -$27.5K 0.38% 43
2017
Q2 		$575K Sell
6,500
-75
-1% -$6.22K 0.37% 45
2017
Q1 		$525K Buy
6,575
+1,400
+27% +$111K 0.33% 50
2016
Q4 		$402K Sell
5,175
-550
-10% -$43.9K 0.26% 56
2016
Q3 		$495K Sell
5,725
-275
-5% -$23.6K 0.33% 49
2016
Q2 		$542K Sell
6,000
-150
-2% -$13.1K 0.35% 46
2016
Q1 		$520K Buy
6,150
+275
+5% +$21.6K 0.38% 44
2015
Q4 		$491K Buy
+5,875
New +$490K 0.32% 49

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WESPAC Advisors SoCal's KALU Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Kaiser Aluminum (KALU) in Q2 2019, closing a stake of 5,590 shares — an estimated $585K sold.

WESPAC Advisors SoCal first reported a position in KALU in Q4 2015 and held it in 14 quarters. The position peaked at $664K in Q4 2017. 198 funds tracked by Wall St. Rank hold KALU as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Kaiser Aluminum position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 5,590 Kaiser Aluminum shares in Q2 2019, an estimated $585K.
  • WESPAC Advisors SoCal first reported a position in Kaiser Aluminum in Q4 2015 and held it in 14 quarters.
  • WESPAC Advisors SoCal's Kaiser Aluminum position peaked at $664K in Q4 2017.
  • 198 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.