AA
AA icon

Apriem Advisors’s Alcoa AA Stock Holding History

Apriem Advisors’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
-988
Closed -$24K – 705
2016
Q3 		$24K Buy
988
+3
+0.3% +$73 0.01% 300
2016
Q2 		$22K Buy
985
+2
+0.2% +$47 0.01% 328
2016
Q1 		$23K Buy
983
+4
+0.4% +$81 0.01% 288
2015
Q4 		$23K Buy
979
+3
+0.3% +$67 0.01% 280
2015
Q3 		$23K Buy
976
+3
+0.3% +$70 0.01% 272
2015
Q2 		$26K Buy
973
+3
+0.3% +$93 0.01% 283
2015
Q1 		$30K Buy
970
+2
+0.2% +$72 0.01% 258
2014
Q4 		$37K Buy
968
+1
+0.1% +$39 0.01% 219
2014
Q3 		$37K Buy
967
+2
+0.2% +$78 0.01% 239
2014
Q2 		$35K Buy
965
+2
+0.2% +$66 0.01% 225
2014
Q1 		$30K Sell
963
-206
-18% -$5.72K 0.01% 259
2013
Q4 		$30K Buy
1,169
+4
+0.3% +$89 0.01% 254
2013
Q3 		$23K Buy
1,165
+835
+253% +$16.2K 0.01% 265
2013
Q2 		$6K Buy
+330
New +$6.61K ﹤0.01% 359

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

Apriem Advisors's AA Position: Q4 2016 in Review

Apriem Advisors sold out of Alcoa (AA) in Q4 2016, closing a stake of 988 shares — an estimated $24K sold.

Apriem Advisors first reported a position in AA in Q2 2013 and held it in 14 quarters. The position peaked at $37K in Q4 2014. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

  • Apriem Advisors reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
  • Apriem Advisors sold 988 Alcoa shares in Q4 2016, an estimated $24K.
  • Apriem Advisors first reported a position in Alcoa in Q2 2013 and held it in 14 quarters.
  • Apriem Advisors's Alcoa position peaked at $37K in Q4 2014.
  • 384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.