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Winifred I. Li’s Kaiser Aluminum KALU Stock Holding History

Winifred I. Li’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
2014
Q4 		$79K Hold
1,100
– – 0.07% 214
2014
Q3 		$84K Sell
1,100
-50
-4% -$3.86K 0.08% 212
2014
Q2 		$84K Hold
1,150
– – 0.07% 227
2014
Q1 		$82K Hold
1,150
– – 0.07% 222
2013
Q4 		$81K Hold
1,150
– – 0.07% 221
2013
Q3 		$82K Hold
1,150
– – 0.08% 214
2013
Q2 		$71K Buy
+1,150
New +$72.2K 0.07% 226

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Winifred I. Li's KALU Position: Q4 2014 in Review

Winifred I. Li held its Kaiser Aluminum (KALU) position steady in Q4 2014 at 1,100 shares worth $79K. The position accounts for 0.07% of the portfolio, ranked #214.

Winifred I. Li first reported a position in KALU in Q2 2013 and has held it in 7 quarters since. The position peaked at $84K in Q3 2014. 188 funds tracked by Wall St. Rank hold KALU as of Q4 2014.

  • Winifred I. Li held 1,100 shares of Kaiser Aluminum worth $79K as of Q4 2014.
  • Winifred I. Li left its Kaiser Aluminum share count unchanged in Q4 2014.
  • Kaiser Aluminum made up 0.07% of Winifred I. Li's portfolio in Q4 2014, its #214 holding.
  • Winifred I. Li first reported a position in Kaiser Aluminum in Q2 2013 and has held it in 7 quarters since.
  • Winifred I. Li's Kaiser Aluminum position peaked at $84K in Q3 2014.
  • 188 funds tracked by Wall St. Rank held Kaiser Aluminum as of Q4 2014.

Based on Winifred I. Li's 13F filing for Q4 2014, filed 19 Feb 2015.