AF
AA icon

Aldebaran Financial’s Alcoa AA Stock Holding History

Aldebaran Financial’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
Q4 		– Sell
-4,474
Closed -$109K – 96
2016
Q3 		$109K Hold
4,474
– – 0.09% 96
2016
Q2 		$106K Hold
4,474
– – 0.09% 100
2016
Q1 		$103K Hold
4,474
– – 0.09% 97
2015
Q4 		$104K Sell
4,474
-416
-9% -$9.28K 0.1% 101
2015
Q3 		$114K Sell
4,890
-4,036
-45% -$94.5K 0.11% 99
2015
Q2 		$239K Sell
8,926
-250
-3% -$7.75K 0.2% 93
2015
Q1 		$285K Buy
9,176
+3,974
+76% +$143K 0.24% 85
2014
Q4 		$197K Buy
+5,202
New +$202K 0.17% 107

Other funds holding AA

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 $7.14B AUM 21.51% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WBC
Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return
OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aldebaran Financial's AA Position: Q4 2016 in Review

Aldebaran Financial sold out of Alcoa (AA) in Q4 2016, closing a stake of 4,474 shares — an estimated $109K sold.

Aldebaran Financial first reported a position in AA in Q4 2014 and held it in 8 quarters. The position peaked at $285K in Q1 2015. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Aldebaran Financial reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Aldebaran Financial sold 4,474 Alcoa shares in Q4 2016, an estimated $109K.
  • Aldebaran Financial first reported a position in Alcoa in Q4 2014 and held it in 8 quarters.
  • Aldebaran Financial's Alcoa position peaked at $285K in Q1 2015.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Aldebaran Financial's 13F filing for Q4 2016, filed 23 Mar 2017.