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Asset Planning Services (Pennsylvania)’s Alcoa AA Stock Holding History

Asset Planning Services (Pennsylvania)’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
2018
Q3 		– Sell
-4
Closed – – 262
2018
Q2 		$0 Hold
4
– – ﹤0.01% 264
2018
Q1 		$0 Buy
+4
New +$198 ﹤0.01% 267

Other funds holding AA

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
PI
Putnam Investments Boston, Massachusetts $75.7B AUM 34.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s AA Position: Q3 2018 in Review

Asset Planning Services (Pennsylvania) sold out of Alcoa (AA) in Q3 2018, closing a stake of 4 shares.

Asset Planning Services (Pennsylvania) first reported a position in AA in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q2 2018. 428 funds tracked by Wall St. Rank hold AA as of Q3 2018.

  • Asset Planning Services (Pennsylvania) reported no remaining Alcoa position as of Q3 2018 after selling out during the quarter.
  • Asset Planning Services (Pennsylvania) sold 4 Alcoa shares in Q3 2018.
  • Asset Planning Services (Pennsylvania) first reported a position in Alcoa in Q1 2018 and held it in 2 quarters.
  • Asset Planning Services (Pennsylvania)'s Alcoa position peaked at $0 in Q2 2018.
  • 428 funds tracked by Wall St. Rank held Alcoa as of Q3 2018.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q3 2018, filed 9 Nov 2018.