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Advocacy Wealth Management Services’s Alcoa AA Stock Holding History

Advocacy Wealth Management Services’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
2016
Q3 		– Sell
-125
Closed -$3K – 366
2016
Q2 		$3K Hold
125
– – ﹤0.01% 364
2016
Q1 		$3K Sell
125
-291
-70% -$5.92K ﹤0.01% 444
2015
Q4 		$10K Buy
+416
New +$9.28K 0.01% 342
2013
Q3 		$14K Hold
707
– – 0.04% 211
2013
Q2 		$13K Buy
+707
New +$14.2K 0.05% 171

Other funds holding AA

TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Advocacy Wealth Management Services's AA Position: Q3 2016 in Review

Advocacy Wealth Management Services sold out of Alcoa (AA) in Q3 2016, closing a stake of 125 shares — an estimated $3K sold.

Advocacy Wealth Management Services first reported a position in AA in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q3 2013. 520 funds tracked by Wall St. Rank hold AA as of Q3 2016.

  • Advocacy Wealth Management Services reported no remaining Alcoa position as of Q3 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 125 Alcoa shares in Q3 2016, an estimated $3K.
  • Advocacy Wealth Management Services first reported a position in Alcoa in Q2 2013 and held it in 5 quarters.
  • Advocacy Wealth Management Services's Alcoa position peaked at $14K in Q3 2013.
  • 520 funds tracked by Wall St. Rank held Alcoa as of Q3 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q3 2016, filed 19 Oct 2016.