AG
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Advisor Group’s Alcoa AA Stock Holding History

Advisor Group’s Portfolio AA Stock Details AA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$307K Buy
14,226
+4,764
+50% +$98.6K ﹤0.01% 2037
2019
Q3 		$188K Sell
9,462
-822
-8% -$17.1K ﹤0.01% 2366
2019
Q2 		$241K Sell
10,284
-7,637
-43% -$190K ﹤0.01% 2158
2019
Q1 		$504K Buy
17,921
+1,375
+8% +$39.3K ﹤0.01% 1583
2018
Q4 		$440K Buy
16,546
+2,681
+19% +$90.2K ﹤0.01% 1495
2018
Q3 		$560K Buy
13,865
+575
+4% +$25K 0.01% 1388
2018
Q2 		$623K Sell
13,290
-7,198
-35% -$362K 0.01% 1161
2018
Q1 		$921K Buy
20,488
+3,069
+18% +$152K 0.01% 923
2017
Q4 		$938K Buy
17,419
+10,535
+153% +$482K 0.01% 923
2017
Q3 		$320K Buy
6,884
+508
+8% +$20.3K 0.01% 1491
2017
Q2 		$209K Sell
6,376
-503
-7% -$16.3K ﹤0.01% 1759
2017
Q1 		$236K Sell
6,879
-136
-2% -$4.76K ﹤0.01% 1530
2016
Q4 		$197K Sell
7,015
-35,372
-83% -$960K ﹤0.01% 1558
2016
Q3 		$1.03M Buy
42,387
+621
+1% +$15.1K 0.02% 626
2016
Q2 		$928K Buy
+41,766
New +$977K 0.02% 649

Other funds holding AA

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Advisor Group's AA Position: Q4 2019 in Review

Advisor Group increased its Alcoa (AA) stake by 50% in Q4 2019, buying an estimated $98.6K and bringing the position to 14,226 shares worth $307K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Advisor Group first reported a position in AA in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.03M in Q3 2016. 333 funds tracked by Wall St. Rank hold AA as of Q4 2019.

  • Advisor Group held 14,226 shares of Alcoa worth $307K as of Q4 2019.
  • Advisor Group bought 4,764 Alcoa shares in Q4 2019, an estimated $98.6K.
  • Alcoa made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2037 holding.
  • Advisor Group first reported a position in Alcoa in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Alcoa position peaked at $1.03M in Q3 2016.
  • 333 funds tracked by Wall St. Rank held Alcoa as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.